PB
PB

Paul Buskey

43 Years of Experience
Siesta Key, FL
1 DisclosureBroker

Paul Buskey is a registered investment advisor at Robert W. Baird & CO. Incorporated, based in Siesta Key, FL, with 43 years of industry experience. Paul 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.

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

5259 South Temiami Trail, Siesta Key, FL, 34231

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History

Regulatory History (1)
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Criminal
March 1972
Final Disposition
Other Business Activities

Paul owns and manages three residential rental properties. He spends minimal time on each property, handling repairs, maintenance, and rent collection.

Employment History
Current Registrations
Robert W. Baird & CO. Incorporated
March 2012 - Present · 14 yrs 7 mos
Robert W. Baird & CO. IncorporatedBroker
March 2012 - Present · 14 yrs 7 mos
Previous Registrations
Wells Fargo Advisors, LLC
January 2008 - March 2012 · 4 yrs 2 mos
Wells Fargo Advisors, LLCBroker
January 2008 - March 2012 · 4 yrs 2 mos
A. G. Edwards & Sons, INC.
July 1994 - January 2008 · 13 yrs 6 mos
A. G. Edwards & Sons, INC.Broker
April 1983 - January 2008 · 24 yrs 9 mos
State Registrations39 states
ALARAZCACOCTDCFLGAIAILINKYLAMAMDMEMIMNMONCNENHNJNMNYOHORPASCSDTNTXUTVAVTVirgin IslandsWAWI
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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