Adam Hamilton is a registered investment advisor at Robert W. Baird & CO. Incorporated, based in Seattle, WA, with 26 years of industry experience. Their practice areas include Investment Management. Their firm serves 228,442 clients with $340B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2566 advisors
Number of Clients
228,442 clients
Average Client Portfolio
$1.5M average
Assets Under Management
$342.1B

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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Location

925 Fourth Ave Ste 3600, Seattle, WA, 98104

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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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Other Business Activities

Adam sits on an eight-member board for The Evergreen School, a private school, making consensus recommendations for investment choices and asset allocations for the school's investment and endowment portfolios. This requires minimal time.

Employment History
Current Registrations
Robert W. Baird & CO. IncorporatedBroker
November 2014 - Present · 11 yrs 5 mos
Robert W. Baird & CO. Incorporated
November 2014 - Present · 11 yrs 5 mos
Previous Registrations
Mcadams Wright Ragen, INC.
April 2008 - November 2014 · 6 yrs 7 mos
Mcadams Wright Ragen, INC.Broker
April 2008 - November 2014 · 6 yrs 7 mos
Wells Fargo Investments, LLC
March 2003 - April 2008 · 5 yrs 1 mo
Wells Fargo Investments, LLCBroker
December 2002 - April 2008 · 5 yrs 4 mos
Mcadams Wright Ragen, INC.Broker
February 1999 - December 2001 · 2 yrs 10 mos
Ragen Mackenzie IncorporatedBroker
December 1998 - January 1999 · 1 mo
State Registrations28 states
AKAZCACOCTDCFLGAHIIDILINMAMDMNMTNENVNYOHORPASCTNTXVAWAWY
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
Adam Hamilton - Financial Advisor | TrueAdvisor