Donald Cussen
Donald Cussen is a registered investment advisor at Robert W. Baird & CO. Incorporated, based in Naples, FL, with 29 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
5811 Pelican Bay Blvd., Suite 102, Naples, FL, 34108
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Regulatory History (2)
Employment Separation After Allegations
November 2024Customer Dispute
December 2013Other Business Activities
Donald is a passive investor in Leaders Financial Company and a director for Volunteer Lawyers for Justice, a non-profit organization. He spends minimal time on these activities.
Employment History
Current Registrations
Robert W. Baird & CO. IncorporatedBroker
Robert W. Baird & CO. Incorporated
Previous Registrations
RBC Capital Markets, LLC
RBC Capital Markets, LLCBroker
Tucker Anthony IncorporatedBroker
Dean Witter Reynolds INC.Broker
State Registrations26 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.