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Lisa Press

Robert W. Baird & CO. Incorporated
45 Years of Experience
Sarasota, FL
1 DisclosureBroker
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Lisa Press is a registered investment advisor at Robert W. Baird & CO. Incorporated, based in Sarasota, FL, with 45 years of industry experience. Lisa is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Estate Planning, High Net Worth, Investment Management, and 3 more. Their firm serves 241,359 clients with $390B in assets under management.

Robert W. Baird & CO. Incorporated
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2620 advisors
Number of Clients
241,359 clients
Average Client Portfolio
$1.6M average
Assets Under Management
$394.1B

Fee Structure

Investment management only (planning not offered)

Robert W. Baird & Co. charges an ongoing annual fee for portfolio management, which is bundled with trade execution and custody services as part of a wrap fee program. The specific fee amount depends on the chosen program, strategy, and the size of your portfolio, and is generally calculated as a percentage of the assets they manage for you. Additional costs may apply if managers execute trades away from Baird or if you utilize specialized overlay services.

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Location

2 North Tamiami Trail 1200, Sarasota, FL, 34236

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
April 2019
Settled
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Other Business Activities

Lisa is an investment committee member for The Pines Foundation and All Faiths Food Bank, and a board member for Sarasota Circus Arts Conservatory. These activities require minimal time.

Employment History
Current Registrations
Robert W. Baird & CO. IncorporatedBroker
October 1999 - Present · 27 yrs
Robert W. Baird & CO. Incorporated
October 1999 - Present · 27 yrs
Robert W. Baird & CO. Incorporated
October 1999 - Present · 27 yrs
Previous Registrations
Heritage Capital Management INC
July 1999 - August 2006 · 7 yrs 1 mo
Resource Development International, LTD.Broker
August 1981 - October 1999 · 18 yrs 2 mos
State Registrations42 states
ALARAZCACOCTDCFLGAIAIDILINKSKYLAMAMDMEMIMNMOMTNCNDNHNJNMNVNYOHORPASCSDTNTXUTVAVTWAWI
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.
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