Terrence Hosty
Terrence Hosty is a registered investment advisor at Robert W. Baird & CO. Incorporated, based in Cincinnati, OH, 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
3805 Edwards Rd, Suite 610, Cincinnati, OH, 45209
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Regulatory History (1)
Customer Dispute
October 2006Other Business Activities
Terrence is a passive investor in Vine Street Venture Fund 2 since 2015 and Greentech Motors Corporation since 2016. He dedicates minimal time to these non-investment related activities.
Employment History
Current Registrations
Robert W. Baird & CO. IncorporatedBroker
Robert W. Baird & CO. Incorporated
Robert W. Baird & CO. Incorporated
Previous Registrations
J.J.B. Hilliard, W.L. Lyons, LLC
J.J.B. Hilliard, W.L. Lyons, LLCBroker
Wachovia Securities, LLCBroker
Wachovia Securities, LLC
A. G. Edwards & Sons, INC.
A. G. Edwards & Sons, INC.Broker
Citigroup Global Markets INC.Broker
Citigroup Global Markets INC.
Legg Mason Wood Walker INC
Legg Mason Wood Walker, IncorporatedBroker
Painewebber IncorporatedBroker
Kidder, Peabody & CO. IncorporatedBroker
Everen Securities, INC.Broker
Prescott, Ball & Turben, INC.Broker
Dean Witter Reynolds INC.Broker
E. F. Hutton & Company INCBroker
State Registrations16 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.