AD
CFP
Firm Information
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
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Advisor Information
Office location
12570 Perry Highway, Suite 100, Pittsburgh - Wexford, PA, 15090
Get directionsRegulatory 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
October 2022 - Present · 3 yrs 3 mos
Robert W. Baird & CO. Incorporated Broker
October 2022 - Present · 3 yrs 3 mos
Previous Registrations
Hefren-Tillotson, INC.
April 2002 - October 2022 · 20 yrs 6 mos
Hefren-Tillotson, INC.Broker
December 1998 - October 2022 · 23 yrs 10 mos
State Registrations15 states
CACOFLMAMDMNMTNCNHNYOHPASCTNVA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.