MP
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Milton Park

39 Years of Experience
Atlanta North Point, GA
1 DisclosureBroker

Milton Park is a registered investment advisor at Robert W. Baird & CO. Incorporated, based in Atlanta North Point, GA, with 39 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

555 N Point Centre E, Ste 500, Atlanta North Point, GA, 30022

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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 2016
Settled
Employment History
Current Registrations
Robert W. Baird & CO. Incorporated
May 2007 - Present · 19 yrs 2 mos
Robert W. Baird & CO. Incorporated
May 2007 - Present · 19 yrs 2 mos
Robert W. Baird & CO. IncorporatedBroker
May 2007 - Present · 19 yrs 2 mos
Previous Registrations
Sterne Agee Investment Advisors, INC.
August 2006 - May 2007 · 9 mos
Sterne Agee & Leach, INC. Capital Management
August 2006 - September 2006 · 1 mo
Sterne, Agee & Leach, INC.Broker
August 1993 - May 2007 · 13 yrs 9 mos
Sterne, Agee & Leach, INC.Broker
July 1993 - August 1993 · 1 mo
Interstate/johnson Lane CorporationBroker
May 1989 - July 1993 · 4 yrs 2 mos
Dean Witter Reynolds INC.Broker
December 1986 - October 1988 · 1 yr 10 mos
Prescott, Ball & Turben, INC.Broker
June 1986 - October 1986 · 4 mos
Zeller, Torykian & CO. INC.Broker
September 1983 - July 1984 · 10 mos
State Registrations26 states
ALAZCACOCTFLGAIAIDILKYLAMDMNMOMTNCNYOHOKORSCTNTXUTVA
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.
Milton Park - Financial Advisor | TrueAdvisor