Adam William White

Robert W. Baird & CO. Incorporated

12 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

2 Belvedere Place, Suite 330, Mill Valley, CA, 94941

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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.

Employment History

Current Registrations

Robert W. Baird & CO. Incorporated

August 2017 - Present · 8 yrs 6 mos

Robert W. Baird & CO. IncorporatedBroker

August 2017 - Present · 8 yrs 6 mos

Previous Registrations

Eaton Vance Management

April 2014 - July 2017 · 3 yrs 3 mos

Eaton Vance Distributors, INC.Broker

November 2012 - July 2017 · 4 yrs 8 mos

State Registrations30 states

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AdvisorBrokerBoth

Exams

No exam information available for this advisor.