Robert Clark
Robert Clark is a CFP-designated registered investment advisor at Robert W. Baird & CO. Incorporated, based in Danvers, MA, with 33 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
222 Rosewood Dr. Suite 520, Danvers, MA, 01923
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Robert is a director at Oil Combinations, Inc. providing oil trading services, dedicating minimal time. He also owns rental properties in Park City and Heber City, UT, requiring minimal time, and is a board member/shareholder at Energy Connections Technologies LLC, consulting on business strategy, sales, and customer relations for a minimal time commitment.
Employment History
Current Registrations
Robert W. Baird & CO. IncorporatedBroker
Robert W. Baird & CO. Incorporated
Previous Registrations
Janney Montgomery Scott LLCBroker
Janney Montgomery Scott LLC
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
A. G. Edwards & Sons, INC.Broker
Smith Barney INC.Broker
Lehman Brothers INC.Broker
State Registrations33 states
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