CFP
Firm Information
Compensation
Commission-BasedFee-Only (AUM)Fixed/HourlyFirm Size
2462 advisors
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Number of Advisors
2462 advisors
Number of Clients
228,442 clients
Average Client Portfolio
$1.5M average
Assets Under Management
$342.1B
Fee Structure
This brochure describes wrap fee programs, meaning a single fee covers investment advisory services, trade execution, custody, and other brokerage services. Additional costs may apply. Minimum account sizes vary by service. Contact a PAM Consultant or call Baird for specific fee details.
Areas of Practice
Investment Management
Loading...
Advisor Information
Office location
3945 Freedom Cir, Suite 450, Santa Clara, CA, 95054
Get directionsContact
Robert S ChoyRegulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Robert W. Baird & CO. Incorporated
August 2025 - Present · 5 mos
Previous Registrations
Edelman Financial Engines
November 2018 - September 2025 · 6 yrs 10 mos
Edelman Financial Services, LLC
August 2016 - November 2018 · 2 yrs 3 mos
Ef Legacy Securities, LLCBroker
August 2016 - October 2018 · 2 yrs 2 mos
Strategic Advisers, INC.
August 2007 - August 2016 · 9 yrs
Fidelity Brokerage Services LLCBroker
June 2007 - July 2016 · 9 yrs 1 mo
Citigroup Global Markets INC.
February 2005 - May 2007 · 2 yrs 3 mos
Citigroup Global Markets INC. Broker
February 2005 - May 2007 · 2 yrs 3 mos
Merrill Lynch Pierce Fenner & Smith INC.
March 2001 - February 2005 · 3 yrs 11 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated Broker
January 2001 - February 2005 · 4 yrs 1 mo
State Registrations2 states
CATX
Advisor
Exams
No exam information available for this advisor.