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Drew Armao

39 Years of Experience
Phoenix, AZ
3 DisclosuresBroker

Drew Armao is a registered investment advisor at Robert W. Baird & CO. Incorporated, based in Phoenix, AZ, 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

2425 E. Camelback Road, Suite 530, Phoenix, AZ, 85016

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History

Regulatory History (3)
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
September 2002
Settled
Customer Dispute
December 1996
Settled
Customer Dispute
April 1995
Settled
Employment History
Current Registrations
Robert W. Baird & CO. Incorporated
April 2015 - Present · 11 yrs 1 mo
Robert W. Baird & CO. IncorporatedBroker
October 2002 - Present · 23 yrs 7 mos
Previous Registrations
U.S. Bancorp Piper Jaffray INC.Broker
August 1993 - October 2002 · 9 yrs 2 mos
Painewebber IncorporatedBroker
May 1988 - August 1993 · 5 yrs 3 mos
American Express Financial Advisors INC.Broker
March 1987 - May 1988 · 1 yr 2 mos
East Coast Securities Group, INC.Broker
August 1986 - February 1987 · 6 mos
State Registrations29 states
ALARAZCACODEFLGAIAIDILINKSMDMIMONCNENJNMNVNYORPASCTNTXVAWA
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.
Drew Armao - Financial Advisor | TrueAdvisor