Adam Persily is a registered investment advisor at Robert W. Baird & CO. Incorporated, based in Roseville, CA, with 34 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
1400 Rocky Ridge Drive, Suite 250, Roseville, CA, 95661
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Regulatory History
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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Adam is a passive member of Serrano Marketing LLC, dedicating minimal time to the activity. This venture is not investment-related.
Employment History
Current Registrations
Robert W. Baird & CO. Incorporated
Robert W. Baird & CO. IncorporatedBroker
Previous Registrations
Morgan Stanley & CO. Incorporated
Morgan Stanley & CO. IncorporatedBroker
Wachovia Securities, LLC
Wachovia Securities, LLCBroker
Salomon Smith Barney INC.Broker
Mutual of Omaha Investor Services, INC.Broker
John Hancock Distributors, INC.Broker
John Hancock Mutual Life Insurance CompanyBroker
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
State Registrations14 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.