Susan Marshall
Susan Marshall is a registered investment advisor at Robert W. Baird & CO. Incorporated, based in Finleyville, PA, with 38 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
Finleyville, PA
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Regulatory History
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.
Learn about disclosures →Other Business Activities
Susan is a board member for the Southpointe Chamber since 2016, where she leads discussion groups and organizes events. This requires minimal time.
Employment History
Current Registrations
Robert W. Baird & CO. Incorporated
Robert W. Baird & CO. IncorporatedBroker
Robert W. Baird & CO. Incorporated
Previous Registrations
J.J.B. Hilliard, W.L. Lyons, LLCBroker
J.J.B. Hilliard, W.L. Lyons, LLC
PNC InvestmentsBroker
PNC Investments
Fsc Securities Corporation
Fsc Securities CorporationBroker
PNC Investments
PNC InvestmentsBroker
Hilliard Lyons Asset Management
J.J.B. Hilliard, W.L. Lyons, INC.Broker
Marsh & Mclennan Securities CorporationBroker
Anchor National Financial Services, INC.Broker
Calvert Securities CorporationBroker
Npc Securities, IncorporatedBroker
Financial Estate PlanningBroker
State Registrations12 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.