Scott C. Burack

BAKER TILLY WEALTH MANAGEMENT

Irvine, CA 92612

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CRD#: 4100569

Professional summary

Scott Craig Burack, CFP® is a registered financial advisor currently at BAKER TILLY WEALTH MANAGEMENT, LLC located in Irvine, California and BAKER TILLY CAPITAL, LLC located in Madison, Wisconsin.

Scott is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2000. Scott has worked at 11 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Scott Craig Burack's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2012

Experience

Current

November 5, 2020 - Present

BAKER TILLY WEALTH MANAGEMENT, LLC

Office #1: 18500 Von Karmen Ave; 10th Floor, Irvine, CA 92612Office #2: 4100 Newport Beach Drive Suite 600, Newport Beach, CA 92660

RIA

CRD#: 167811

Irvine, CA

Current

November 4, 2020 - Present

BAKER TILLY CAPITAL, LLC

Office #1: 4807 Innovate Lane, Madison, WI 53718

CRD#: 115333

Madison, WI

Past

February 28, 2019 - November 2, 2020

DFPG INVESTMENTS, LLC

CRD#: 155576

IRVINE, CA

Past

August 16, 2017 - December 22, 2020

SQUAR MILNER FINANCIAL SERVICES, LLC

RIA

CRD#: 112483

IRVINE, CA

Past

August 15, 2017 - March 28, 2019

ALLEGIS INVESTMENT SERVICES, LLC

CRD#: 168557

IDAHO FALLS, ID

Past

July 18, 2011 - August 23, 2017

CETERA WEALTH SERVICES, LLC

RIA

CRD#: 13572

GARDENA, CA

Past

July 18, 2011 - August 23, 2017

CETERA WEALTH SERVICES, LLC

CRD#: 13572

GARDENA, CA

Past

October 31, 2005 - July 5, 2011

OSAIC SERVICES, INC.

CRD#: 133763

NEWPORT BEACH, CA

Past

December 10, 2004 - October 31, 2005

SUNAMERICA SECURITIES, INC.

CRD#: 20068

PHOENIX, AZ

Past

February 7, 2001 - November 29, 2001

INDEPENDENT FINANCIAL GROUP, LLC

CRD#: 7717

SAN DIEGO, CA

Past

January 2, 2001 - December 12, 2002

THE SEIDLER COMPANIES INCORPORATED

CRD#: 3911

LOS ANGELES, CA

Past

June 26, 2000 - November 22, 2011

SQUAR MILNER FINANCIAL SERVICES, LLC

RIA

CRD#: 112483

NEWPORT BEACH, CA

Past

February 11, 2000 - January 2, 2001

INDEPENDENT FINANCIAL GROUP, LLC

CRD#: 7717

SAN DIEGO, CA

Past

January 6, 2000 - March 6, 2000

1ST GLOBAL CAPITAL CORP.

CRD#: 30349

DALLAS, TX

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

BAKER TILLY WEALTH MANAGEMENT, LLC

BAKER TILLY | BAKER TILLY WEALTH MANAGEMENT, LLC | BAKER TILLY INVESTMENT SERVICES | BAKER TILLY FINANCIAL, LLC | BAKER TILLY FINANCIAL

CRD#: 167811 / SEC#: 801-119352

RIA

Registered Investment Advisory firm - (8/25/2020 Approved)

Louisiana

Registered Investment Advisory firm - (9/29/2020 Terminated)

Texas

Registered Investment Advisory firm - (9/23/2020 Terminated)

Wisconsin

Registered Investment Advisory firm - (9/23/2020 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

California
(11/4/2020)

IAR

California
(11/5/2020)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 66

Date: 12/29/1999

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 1/5/2000

General Securities Representative Examination

SRO Registrations

FINRA

Current Firm

BAKER TILLY WEALTH MANAGEMENT, LLC

BAKER TILLY | BAKER TILLY WEALTH MANAGEMENT, LLC | BAKER TILLY INVESTMENT SERVICES | BAKER TILLY FINANCIAL, LLC | BAKER TILLY FINANCIAL

CRD#: 167811 / SEC#: 801-119352

RIA

Registered Investment Advisory firm - (8/25/2020 Approved)

Louisiana

Registered Investment Advisory firm - (9/29/2020 Terminated)

Texas

Registered Investment Advisory firm - (9/23/2020 Terminated)

Wisconsin

Registered Investment Advisory firm - (9/23/2020 Terminated)

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Contact information

Main Address

4807 Innovate Lane, Madison, WI 53718

Mailing Address

Po Box 7398, Madison, WI 53707-7398

Phone number

(833) 761-0673

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (27 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A (8/29/2025)

Regulatory assets under management

Total Number of Accounts	2,165
AUM (Assets Under Management)	$ 4,601,242,128

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
10/22/2024	Cover Page	Report
09/11/2023	Cover Page	Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Scott C. Burack

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Scott Craig Burack's CRS (Customer Relationship Summary).

Certified licenses

Experience

BAKER TILLY CAPITAL, LLC

DFPG INVESTMENTS, LLC

SQUAR MILNER FINANCIAL SERVICES, LLC

ALLEGIS INVESTMENT SERVICES, LLC

CETERA WEALTH SERVICES, LLC

CETERA WEALTH SERVICES, LLC

OSAIC SERVICES, INC.

SUNAMERICA SECURITIES, INC.

INDEPENDENT FINANCIAL GROUP, LLC

THE SEIDLER COMPANIES INCORPORATED

SQUAR MILNER FINANCIAL SERVICES, LLC

INDEPENDENT FINANCIAL GROUP, LLC

1ST GLOBAL CAPITAL CORP.

Primary Firm SEC Registration

BAKER TILLY WEALTH MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 12/29/1999

SIE

Date: 10/1/2018

Series 7

Date: 1/5/2000

FINRA

Current Firm

BAKER TILLY WEALTH MANAGEMENT, LLC

Contact information

SEC notice filing (27 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

BAKER TILLY WEALTH MANAGEMENT, LLC

TRUST BUT VERIFY

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