SF
SF

Steven Fischetti

42 Years of Experience
Pittsburgh, PA
Broker

Steven Fischetti is a registered investment advisor at Robert W. Baird & CO. Incorporated, based in Pittsburgh, PA, with 42 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

300 Weyman Road, Suite 300, Pittsburgh, PA, 15236

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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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Other Business Activities

Steven is a board member of Powerloom Corporation, a software development company, and the South Hills Country Club. He is also the Board President of the George Benson Scholarship Fund and an LLC owner/member for rental property purchases through Fischetti Development Corporation; each of these activities requires minimal time.

Employment History
Current Registrations
Robert W. Baird & CO. IncorporatedBroker
August 2020 - Present · 5 yrs 9 mos
Robert W. Baird & CO. Incorporated
August 2020 - Present · 5 yrs 9 mos
Robert W. Baird & CO. Incorporated
August 2020 - Present · 5 yrs 9 mos
Previous Registrations
Morgan Stanley
July 2013 - August 2020 · 7 yrs 1 mo
Morgan StanleyBroker
June 2009 - August 2020 · 11 yrs 2 mos
Citigroup Global Markets INC.Broker
February 2006 - June 2009 · 3 yrs 4 mos
Legg Mason Wood Walker, IncorporatedBroker
June 1993 - February 2006 · 12 yrs 8 mos
Painewebber IncorporatedBroker
April 1990 - June 1993 · 3 yrs 2 mos
Shearson Lehman Hutton INC.Broker
February 1984 - May 1990 · 6 yrs 3 mos
Nel Equity Services CorporationBroker
May 1983 - March 1984 · 10 mos
State Registrations42 states
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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.
Steven Fischetti - Financial Advisor | TrueAdvisor