Patrick Foley
Patrick Foley is a CFP-designated registered investment advisor at Robert W. Baird & CO. Incorporated, based in Sentry Park, PA, with 31 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
4 Sentry Parkway, Suite 102, Sentry Park, PA, 19422
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Regulatory History (1)
Customer Dispute
January 1999Other Business Activities
Patrick is a partner in "Winning at Retirement," managing the website and Facebook ads for the book, dedicating minimal time. He is also a board member and on the investment committee for Mt. Saint Joseph Academy, spending minimal time and effort.
Employment History
Current Registrations
Robert W. Baird & CO. Incorporated
Robert W. Baird & CO. Incorporated
Robert W. Baird & CO. IncorporatedBroker
Previous Registrations
Janney Montgomery Scott LLC
Janney Montgomery Scott LLCBroker
First Union Securities, INC.Broker
First Union Capital Markets CORP.Broker
State Registrations33 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.