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Deron Donalson

Robert W. Baird & CO. Incorporated
33 Years of Experience
Pittsburgh - South Hills, PA
1 DisclosureBroker
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Deron Donalson is a registered investment advisor at Robert W. Baird & CO. Incorporated, based in Pittsburgh - South Hills, PA, with 33 years of industry experience. Deron 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

121 Champion Way, Suite 200, Pittsburgh - South Hills, PA, 15317

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History

Regulatory History (1)
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.
Employment Separation After Allegations
January 2008
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Employment History
Current Registrations
Robert W. Baird & CO. Incorporated
October 2022 - Present · 4 yrs
Robert W. Baird & CO. IncorporatedBroker
October 2022 - Present · 4 yrs
Previous Registrations
Hefren-Tillotson, INC.
June 2008 - October 2022 · 14 yrs 4 mos
Hefren-Tillotson, INC.Broker
May 2008 - October 2022 · 14 yrs 5 mos
PNC Investments
January 2004 - January 2008 · 4 yrs
PNC InvestmentsBroker
January 2004 - January 2008 · 4 yrs
Hilliard Lyons Asset Management
June 2003 - January 2004 · 7 mos
J.J.B. Hilliard, W.L. Lyons, INC.Broker
June 2002 - January 2004 · 1 yr 7 mos
PNC Brokerage CORPBroker
September 1995 - June 2002 · 6 yrs 9 mos
United Financial Network, INC.Broker
August 1993 - September 1995 · 2 yrs 1 mo
Hibbard Brown & CO., INC.Broker
February 1991 - April 1991 · 2 mos
State Registrations24 states
ALAZCACOCTDCDEFLIDILINMDNCNVNYOHPASCSDTNTXVAWAWV
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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