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CFP
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CFP

Adam Paul Davidson

Robert W. Baird & CO. Incorporated
26 Years of Experience
Broker
View SEC Summary
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

12570 Perry Highway, Suite 100, Pittsburgh - Wexford, PA, 15090

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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.

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Employment History
Current Registrations
Robert W. Baird & CO. Incorporated
October 2022 - Present · 3 yrs 4 mos
Robert W. Baird & CO. IncorporatedBroker
October 2022 - Present · 3 yrs 4 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.