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Christopher Medley

41 Years of Experience
Denver, CO
Broker

Christopher Medley is a registered investment advisor at Robert W. Baird & CO. Incorporated, based in Denver, CO, with 41 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

210 University Boulevard, Ste 800, Denver, CO, 80206

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Christopher is an Investment Committee Leader & Executive Board Member for the Pittsburg State University Foundation since 2017. He dedicates minimal time to this role, facilitating questions with the committee to the Foundation investment manager.

Employment History
Current Registrations
Robert W. Baird & CO. IncorporatedBroker
June 2016 - Present · 9 yrs 11 mos
Robert W. Baird & CO. Incorporated
June 2016 - Present · 9 yrs 11 mos
Previous Registrations
RBC Capital Markets, LLC
July 2009 - July 2016 · 7 yrs
RBC Capital Markets, LLCBroker
July 2009 - July 2016 · 7 yrs
Wells Fargo Advisors, LLCBroker
January 2008 - July 2009 · 1 yr 6 mos
Wells Fargo Advisors, LLC
January 2008 - July 2009 · 1 yr 6 mos
A. G. Edwards & Sons, INC.
January 1999 - January 2008 · 9 yrs
A. G. Edwards & Sons, INC.Broker
July 1985 - January 2008 · 22 yrs 6 mos
First Investors CorporationBroker
November 1983 - May 1984 · 6 mos
State Registrations28 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.
Christopher Medley - Financial Advisor | TrueAdvisor