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Bartley Gravelle

42 Years of Experience
Ann Arbor, MI
1 DisclosureBroker

Bartley Gravelle is a registered investment advisor at Robert W. Baird & CO. Incorporated, based in Ann Arbor, MI, 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

2950 S State St Suite 401, Ann Arbor, MI, 48104

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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
April 1997
Settled
Other Business Activities

Bartley is the owner/operator of Full Moon Farms, a farm/agricultural business, dedicating a few hours per week. He also serves as a co-successor trustee for a relative's trust, spending minimal time on these duties.

Employment History
Current Registrations
Robert W. Baird & CO. Incorporated
October 2019 - Present · 6 yrs 7 mos
Robert W. Baird & CO. Incorporated
October 2019 - Present · 6 yrs 7 mos
Robert W. Baird & CO. IncorporatedBroker
October 2019 - Present · 6 yrs 7 mos
Previous Registrations
J.J.B. Hilliard, W.L. Lyons, LLC
January 2012 - October 2019 · 7 yrs 9 mos
J.J.B. Hilliard, W.L. Lyons, LLCBroker
November 1997 - October 2019 · 21 yrs 11 mos
First of Michigan CorporationBroker
March 1990 - November 1997 · 7 yrs 8 mos
Smith, Hague & CO., IncorporatedBroker
July 1988 - March 1990 · 1 yr 8 mos
First Heritage CorporationBroker
August 1983 - July 1988 · 4 yrs 11 mos
State Registrations40 states
AKALARAZCACOFLGAIDILINKSKYMAMDMEMIMNMOMSNCNHNJNMNVNYOHOKORPARISCSDTNTXUTVAWAWIWV
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.
Bartley Gravelle - Financial Advisor | TrueAdvisor