RM
RM

Robert Mccrea

32 Years of Experience
Minnestrista, MN
Broker

Robert Mccrea is a registered investment advisor at Robert W. Baird & CO. Incorporated, based in Minnestrista, MN, with 32 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

Minnestrista, MN

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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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Employment History
Current Registrations
Robert W. Baird & CO. Incorporated
May 2018 - Present · 8 yrs 2 mos
Robert W. Baird & CO. IncorporatedBroker
May 2018 - Present · 8 yrs 2 mos
Robert W. Baird & CO. Incorporated
May 2018 - Present · 8 yrs 2 mos
Previous Registrations
Morgan Stanley
January 2010 - May 2018 · 8 yrs 4 mos
Morgan StanleyBroker
June 2009 - May 2018 · 8 yrs 11 mos
Morgan Stanley Smith Barney LLC
June 2009 - December 2009 · 6 mos
Morgan Stanley & CO. Incorporated
February 2009 - June 2009 · 4 mos
Morgan Stanley & CO. IncorporatedBroker
February 2009 - June 2009 · 4 mos
UBS Financial Services INC.
September 2006 - March 2009 · 2 yrs 6 mos
UBS Financial Services INC.Broker
August 2006 - March 2009 · 2 yrs 7 mos
Piper Jaffray & CO.Broker
January 1994 - August 2006 · 12 yrs 7 mos
State Registrations20 states
AZCACOCTFLGAILMAMNNCNENJNYOHORTNTXVAWAWI
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.