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Alfred Vallano

40 Years of Experience
Pittsburgh - South Hills, PA
Broker

Alfred Vallano is a registered investment advisor at Robert W. Baird & CO. Incorporated, based in Pittsburgh - South Hills, PA, with 40 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

121 Champion Way, Suite 200, Pittsburgh - South Hills, PA, 15317

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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

Alfred is a board member and part of the investment/finance committee for Family House since 2005. He spends minimal time on this investment-related activity.

Employment History
Current Registrations
Robert W. Baird & CO. Incorporated
October 2022 - Present · 3 yrs 7 mos
Robert W. Baird & CO. IncorporatedBroker
October 2022 - Present · 3 yrs 7 mos
Previous Registrations
Hefren-Tillotson, INC.
August 2002 - October 2022 · 20 yrs 2 mos
Hefren-Tillotson, INC.Broker
October 1994 - October 2022 · 28 yrs
Gruntal & CO. IncorporatedBroker
January 1989 - October 1994 · 5 yrs 9 mos
Legg Mason Wood Walker, IncorporatedBroker
November 1987 - January 1989 · 1 yr 2 mos
Legg Mason Masten INC.Broker
October 1985 - November 1987 · 2 yrs 1 mo
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.
Alfred Vallano - Financial Advisor | TrueAdvisor