Adam Persily

Robert W. Baird & CO. Incorporated

34 Years of Experience

Broker

View SEC Summary

Areas of Practice

Investment ManagementRetirement Planning

Robert W. Baird & CO. Incorporated

Compensation

Commission-BasedFee-Only (AUM)Fixed/Hourly

Firm Size

2463 advisors

Number of Clients

228,442 clients

Average Client Portfolio

$1.5M average

Assets Under Management

$342.1B

Fee Structure

Location

1400 Rocky Ridge Drive, Suite 250, Roseville, CA, 95661

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History

Regulatory 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.

Other Business Activities

Adam is a passive member of Serrano Marketing LLC, dedicating minimal time to the activity. This venture is not investment-related.

Employment History

Current Registrations

Robert W. Baird & CO. Incorporated

January 2009 - Present · 17 yrs 1 mo

Robert W. Baird & CO. IncorporatedBroker

January 2009 - Present · 17 yrs 1 mo

Previous Registrations

Morgan Stanley & CO. Incorporated

January 2008 - February 2009 · 1 yr 1 mo

Morgan Stanley & CO. IncorporatedBroker

January 2008 - February 2009 · 1 yr 1 mo

Wachovia Securities, LLC

May 2003 - January 2008 · 4 yrs 8 mos

Wachovia Securities, LLCBroker

March 2000 - January 2008 · 7 yrs 10 mos

Salomon Smith Barney INC.Broker

October 1996 - March 2000 · 3 yrs 5 mos

Mutual of Omaha Investor Services, INC.Broker

April 1996 - September 1996 · 5 mos

John Hancock Distributors, INC.Broker

September 1992 - May 1995 · 2 yrs 8 mos

John Hancock Mutual Life Insurance CompanyBroker

September 1992 - May 1995 · 2 yrs 8 mos

American Express Financial Advisors INC.Broker

November 1990 - August 1992 · 1 yr 9 mos

Ids Life Insurance CompanyBroker

November 1990 - August 1992 · 1 yr 9 mos

State Registrations13 states

AZCACOCTGAIDMAMEMIMTNCTXUT

AdvisorBrokerBoth

Exams

No exam information available for this advisor.