Alexander Cushner
Alexander Cushner is a registered investment advisor at Robert W. Baird & CO. Incorporated, based in Mill Valley, CA, 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
2 Belvedere Place, Suite 330, Mill Valley, CA, 94941
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Alexander owns rental property and is a limited partner in Corner Gastrobar. He is also a board member of the Mill Valley Community Golf Board, serving on the Investment Finance Committee; all activities require minimal time and are not investment-related.
Employment History
Current Registrations
Robert W. Baird & CO. Incorporated
Robert W. Baird & CO. IncorporatedBroker
Previous Registrations
Credit Suisse Securities (USA) LLC
Credit Suisse Securities (USA) LLCBroker
Lehman Brothers INC.
Lehman Brothers INC.Broker
Sg Cowen Securities CorporationBroker
Cowen & CO.Broker
Sutro & CO. IncorporatedBroker
Lehman Brothers INC.Broker
State Registrations30 states
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