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Tami Bryan

Robert W. Baird & CO. Incorporated
23 Years of Experience
Seattle, WA
1 DisclosureBroker
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Tami Bryan is a registered investment advisor at Robert W. Baird & CO. Incorporated, based in Seattle, WA, with 23 years of industry experience. Tami is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Estate Planning, High Net Worth, Investment Management, and 3 more. Their firm serves 241,359 clients with $390B in assets under management.

Robert W. Baird & CO. Incorporated
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2620 advisors
Number of Clients
241,359 clients
Average Client Portfolio
$1.6M average
Assets Under Management
$394.1B

Fee Structure

Investment management only (planning not offered)

Robert W. Baird & Co. charges an ongoing annual fee for portfolio management, which is bundled with trade execution and custody services as part of a wrap fee program. The specific fee amount depends on the chosen program, strategy, and the size of your portfolio, and is generally calculated as a percentage of the assets they manage for you. Additional costs may apply if managers execute trades away from Baird or if you utilize specialized overlay services.

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Location

601 Union Street, Suite 4700, Seattle, WA, 98101

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History

Regulatory History (1)
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Criminal
December 1995
Final Disposition
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Tami owns and manages a rental property since 1997. This activity requires minimal time and is not investment-related.

Employment History
Current Registrations
Robert W. Baird & CO. Incorporated
November 2014 - Present · 11 yrs 11 mos
Robert W. Baird & CO. Incorporated
November 2014 - Present · 11 yrs 11 mos
Robert W. Baird & CO. IncorporatedBroker
November 2014 - Present · 11 yrs 11 mos
Previous Registrations
Mcadams Wright Ragen, INC.
June 2008 - November 2014 · 6 yrs 5 mos
Mcadams Wright Ragen, INC.Broker
February 2008 - November 2014 · 6 yrs 9 mos
Pacific West Securities, INC.Broker
February 2008 - February 2008 · 0 mos
Ragen Mackenzie IncorporatedBroker
July 1992 - October 1997 · 5 yrs 3 mos
State Registrations1 state
WA
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.
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