Unclaimed Profile

Curtis Ross Parish

BAKER TILLY INVESTMENT ADVISORS·MADISON, Wisconsin

SIE, Series 6, Series 7, Series 53, Series 63, Series 65Clean record25 years registeredBAKER TILLY INVESTMENT ADVISORS

TEN TERRACE COURT, MADISON, WI 53718CRD# 3012655Firm CRD# 111264

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Curtis Ross Parish · MADISON, WI

Registration

CRD #3012655 · BAKER TILLY INVESTMENT ADVISORS · 25 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: BAKER TILLY INVESTMENT ADVISORS

WEALTHSPIRE ADVISORS

Jan 2021 – May 2023

Madison, WI

WEALTHSPIRE ADVISORS

Jun 2013 – Dec 2020

JANESVILLE, WI

BAKER TILLY INVESTMENT ADVISORS

Aug 2000 – Jul 2013

JANESVILLE, WI

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 53

Series 63

Series 65

Registration record

First registered · August 16, 2000

Years registered · 25

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

BAKER TILLY INVESTMENT ADVISORS

CRD 111264 · SEC 801-54994

AUM

$1.7B

Regulatory assets under management

Employees

2,625 client accounts

Services offered by BAKER TILLY INVESTMENT ADVISORS

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at BAKER TILLY INVESTMENT ADVISORS →

Introduction

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Frequently Asked Questions

What services does Curtis Ross Parish offer?

Curtis Ross Parish specializes in Financial Planning, Investment Management, Wealth Management.

What are Curtis Ross Parish's credentials?

Curtis Ross Parish is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Curtis Ross Parish located?

Curtis Ross Parish is based in MADISON, Wisconsin, last registered with BAKER TILLY INVESTMENT ADVISORS.

How does Curtis Ross Parish charge for services?

Curtis Ross Parish's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is BAKER TILLY INVESTMENT ADVISORS?

BAKER TILLY INVESTMENT ADVISORS has approximately 26 employees and manages $1.7B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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