Malcolm Liles
Malcolm Liles is a registered investment advisor at Robert W. Baird & CO. Incorporated, based in Nashville, TN, 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
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
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.
Location
1600 West End Ave, Suite 1100, Nashville, TN, 37203
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Malcolm manages a vacation rental house, dedicates minimal time to an educational foundation, owns farm and hunting land, and serves on the board of Rockbridge Holdings Corporation. He also chairs the investment committee for First Presbyterian Church, is a board member for the Battle of Nashville Trust, and reviews performance for Kappa Alpha Order's third party managers.
Employment History
Current Registrations
Robert W. Baird & CO. Incorporated
Robert W. Baird & CO. IncorporatedBroker
Previous Registrations
Morgan Stanley
Morgan StanleyBroker
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
The Robinson-Humphrey Company, LLCBroker
State Registrations29 states
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