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Mary Wallack

Robert W. Baird & CO. Incorporated
40 Years of Experience
Fairfax, VA
1 DisclosureBroker
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Mary Wallack is a registered investment advisor at Robert W. Baird & CO. Incorporated, based in Fairfax, VA, with 40 years of industry experience. Mary 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.

Robert W. Baird & CO. Incorporated
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2611 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

12500 Fair Lakes Circle, Suite 325, Fairfax, VA, 22033

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
December 2022
Denied
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Employment History
Current Registrations
Robert W. Baird & CO. IncorporatedBroker
March 2025 - Present · 1 yr 7 mos
Robert W. Baird & CO. Incorporated
March 2025 - Present · 1 yr 7 mos
Previous Registrations
Wells Fargo Clearing Services, LLCBroker
January 2008 - March 2025 · 17 yrs 2 mos
Wells Fargo Advisors
January 2008 - March 2025 · 17 yrs 2 mos
A. G. Edwards & Sons, INC.
December 2005 - January 2008 · 2 yrs 1 mo
A. G. Edwards & Sons, INC.Broker
November 2005 - January 2008 · 2 yrs 2 mos
Morgan Stanley
October 2001 - August 2005 · 3 yrs 10 mos
Morgan Stanley Dw INC.Broker
September 1997 - August 2005 · 7 yrs 11 mos
Wheat, First Securities, INC.Broker
May 1995 - October 1997 · 2 yrs 5 mos
Crestar Securities CorporationBroker
August 1994 - May 1995 · 9 mos
Wheat, First Securities, INC.Broker
November 1992 - July 1994 · 1 yr 8 mos
Nationsbanc Capital Markets, INC.Broker
January 1992 - December 1992 · 11 mos
Sovran Investment CorporationBroker
January 1987 - January 1992 · 5 yrs
Chesapeake Investment Brokers, INC.Broker
October 1983 - February 1985 · 1 yr 4 mos
State Registrations24 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.
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