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Deron Donalson

32 Years of Experience
Pittsburgh - South Hills, PA
1 DisclosureBroker

Deron Donalson is a registered investment advisor at Robert W. Baird & CO. Incorporated, based in Pittsburgh - South Hills, PA, 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

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

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History

Regulatory History (1)
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Employment Separation After Allegations
January 2008
Employment History
Current Registrations
Robert W. Baird & CO. Incorporated
October 2022 - Present · 3 yrs 9 mos
Robert W. Baird & CO. IncorporatedBroker
October 2022 - Present · 3 yrs 9 mos
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 Registrations23 states
ALAZCACOCTDCDEFLIDINMDNCNVNYOHPASCSDTNTXVAWAWV
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.