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Robert Ramsey

40 Years of Experience
Nashville, TN
Broker

Robert Ramsey is a registered investment advisor at Robert W. Baird & CO. Incorporated, based in Nashville, TN, 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

1600 West End Ave, Suite 1100, Nashville, TN, 37203

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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

Robert is a board member of the 100 Club of Nashville, a charitable organization, since 2005, dedicating minimal time and holding the entity's assets at Baird. He is also a board member of the Nashville Dolphins, a non-profit, since 2018, dedicating minimal time.

Employment History
Current Registrations
Robert W. Baird & CO. Incorporated
July 2005 - Present · 20 yrs 10 mos
Robert W. Baird & CO. IncorporatedBroker
July 2005 - Present · 20 yrs 10 mos
Previous Registrations
Morgan Stanley
December 2002 - August 2005 · 2 yrs 8 mos
Morgan Stanley Dw INC.Broker
August 2000 - August 2005 · 5 yrs
The Robinson-Humphrey Company, LLCBroker
September 1986 - August 2000 · 13 yrs 11 mos
Jacques-Miller Investment CompanyBroker
February 1986 - September 1986 · 7 mos
State Registrations30 states
AKALAZCACOCTFLGAIDILINKYLAMAMEMIMSNCNENYOHORPASCTNTXUTVAWAWI
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.