Mary Wallack
Mary Wallack is a registered investment advisor at Robert W. Baird & CO. Incorporated, based in Fairfax, VA, with 40 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
12500 Fair Lakes Circle, Suite 325, Fairfax, VA, 22033
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Regulatory History (1)
Customer Dispute
December 2022Employment History
Current Registrations
Robert W. Baird & CO. IncorporatedBroker
Robert W. Baird & CO. Incorporated
Previous Registrations
Wells Fargo Clearing Services, LLCBroker
Wells Fargo Advisors
A. G. Edwards & Sons, INC.
A. G. Edwards & Sons, INC.Broker
Morgan Stanley
Morgan Stanley Dw INC.Broker
Wheat, First Securities, INC.Broker
Crestar Securities CorporationBroker
Wheat, First Securities, INC.Broker
Nationsbanc Capital Markets, INC.Broker
Sovran Investment CorporationBroker
Chesapeake Investment Brokers, INC.Broker
State Registrations23 states
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.