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Rebecca Ross

44 Years of Experience
Towson, MD
Broker

Rebecca Ross is a registered investment advisor at Robert W. Baird & CO. Incorporated, based in Towson, MD, with 44 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

100 West Road, Suite 200, Towson, MD, 21204

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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. IncorporatedBroker
May 2009 - Present · 17 yrs
Robert W. Baird & CO. Incorporated
May 2009 - Present · 17 yrs
Previous Registrations
Citigroup Global Markets INC.
February 2006 - May 2009 · 3 yrs 3 mos
Citigroup Global Markets INC.Broker
February 2006 - May 2009 · 3 yrs 3 mos
Legg Mason Wood Walker INC
February 2006 - February 2006 · 0 mos
Legg Mason Wood Walker, IncorporatedBroker
November 1987 - February 2006 · 18 yrs 3 mos
Legg Mason Masten INC.Broker
October 1987 - November 1987 · 1 mo
Legg Mason Wood Walker, IncorporatedBroker
September 1981 - October 1987 · 6 yrs 1 mo
State Registrations35 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.