Roger Metz
Roger Metz is a registered investment advisor at Robert W. Baird & CO. Incorporated, based in Dallas, TX, 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
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
8333 Douglas Ave, Ste 1000, Dallas, TX, 75225
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Regulatory History (4)
Customer Dispute
July 2016Customer Dispute
January 2001Customer Dispute
October 1998Customer Dispute
September 1991Other Business Activities
Roger is a board member at Gladney Center for Adoption, where he participates in committee assignments and helps create the annual budget. He dedicates minimal time to this activity.
Employment History
Current Registrations
Robert W. Baird & CO. Incorporated
Robert W. Baird & CO. IncorporatedBroker
Previous Registrations
Morgan Stanley Smith BarneyBroker
Morgan Stanley Smith Barney LLC
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Lehman Brothers INC.Broker
State Registrations45 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.