Robert Choy is a CFP-designated registered investment advisor at Robert W. Baird & CO. Incorporated, based in San Jose, CA, with 25 years of industry experience. Their practice areas include Investment Management. Their firm serves 228,442 clients with $340B in assets under management.
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Fee Structure
Baird offers several investment management programs, each with its own fee structure. Because the fees vary significantly depending on the program chosen, it is not possible to provide a single, concise fee summary. Clients should consult the full brochure or their financial advisor for details on specific programs.
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Robert Choy
Location
San Jose, CA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Robert W. Baird & CO. Incorporated
Robert W. Baird & CO. IncorporatedBroker
Robert W. Baird & CO. Incorporated
Previous Registrations
Edelman Financial Engines
Edelman Financial Services, LLC
Ef Legacy Securities, LLCBroker
Strategic Advisers, INC.
Fidelity Brokerage Services LLCBroker
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Merrill Lynch Pierce Fenner & Smith INC.
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
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