Peter Levy
Peter Levy is a registered investment advisor at Robert W. Baird & CO. Incorporated, based in Minnetonka, MN, with 43 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
601 Carlson Parkway, Suite 950, Minnetonka, MN, 55305
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Peter works as a yoga instructor at Minneapolis Yoga since 2018, dedicating a few hours per week. This activity is not investment-related.
Employment History
Current Registrations
Robert W. Baird & CO. Incorporated
Robert W. Baird & CO. Incorporated
Robert W. Baird & CO. IncorporatedBroker
Previous Registrations
UBS Financial Services INC.Broker
Piper Jaffray & CO.Broker
State Registrations20 states
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