AP
CFP
AP
CFP

Andrea Paradise

17 Years of Experience
Tacoma, WA
Broker

Andrea Paradise is a CFP-designated registered investment advisor at Robert W. Baird & CO. Incorporated, based in Tacoma, WA, with 17 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

Tacoma, WA

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History

Regulatory History
Clean regulatory record

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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Other Business Activities

Andrea is a non-active member of U Post, LLC, a commercial property rental business, since 2011. She devotes minimal time to this non-investment-related activity.

Employment History
Current Registrations
Robert W. Baird & CO. Incorporated
January 2024 - Present · 2 yrs 4 mos
Robert W. Baird & CO. Incorporated
January 2024 - Present · 2 yrs 4 mos
Robert W. Baird & CO. IncorporatedBroker
January 2024 - Present · 2 yrs 4 mos
Previous Registrations
Morgan StanleyBroker
May 2022 - December 2023 · 1 yr 7 mos
Morgan Stanley
May 2022 - December 2023 · 1 yr 7 mos
Wells Fargo Advisors, LLCBroker
January 2011 - September 2014 · 3 yrs 8 mos
Wells Fargo Advisors, LLC
January 2011 - September 2014 · 3 yrs 8 mos
Wells Fargo Investments, LLC
March 2003 - January 2011 · 7 yrs 10 mos
Wells Fargo Investments, LLCBroker
September 2002 - January 2011 · 8 yrs 4 mos
Ragen Mackenzie IncorporatedBroker
December 1993 - April 1995 · 1 yr 4 mos
State Registrations3 states
ILWAWI
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.