AdFi
MS

Melissa Santas Peterson

Investment Adviser Representative at BAKER TILLY WEALTH MANAGEMENT, LLC

Tewksbury, MACRD #6248230Investment Adviser Rep
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
13 yrs
States Registered
4 states

Registrations & licenses

Registration type
Investment Adviser Rep
Registered in 4 states
MassachusettsNew YorkPennsylvaniaTexas

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Source

Baker Tilly Wealth Management, LLC Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

BAKER TILLY WEALTH MANAGEMENT, LLCCurrent
12/10/2021Tewksbury, MA
MFA ASSET MANAGEMENT, LLC
10/23/201312/10/2021Tewksbury, MA

Official records & sources

Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Other advisors at BAKER TILLY WEALTH MANAGEMENT, LLC

Showing 12 of 26 in the directory

View BAKER TILLY WEALTH MANAGEMENT, LLC firm profile
About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Melissa Santas Peterson has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

Melissa Santas Peterson - Financial Advisor in Tewksbury, MA | AdvisorFinder