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Brian Dunston

30 Years of Experience
Nashville, TN
Broker

Brian Dunston is a registered investment advisor at Robert W. Baird & CO. Incorporated, based in Nashville, TN, with 30 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

1600 West End Ave, Suite 1100, Nashville, TN, 37203

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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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Employment History
Current Registrations
Robert W. Baird & CO. IncorporatedBroker
June 2025 - Present · 11 mos
Robert W. Baird & CO. Incorporated
June 2025 - Present · 11 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
June 2019 - June 2025 · 6 yrs
Fifth Third Securities, INC.Broker
August 2014 - July 2019 · 4 yrs 11 mos
Fifth Third Securities, INC.
August 2014 - July 2019 · 4 yrs 11 mos
Hms Investment Advisors
April 2012 - May 2014 · 2 yrs 1 mo
Morgan Keegan & Company, INC.
April 2009 - March 2012 · 2 yrs 11 mos
Morgan Keegan & Company, INC.Broker
April 2009 - March 2012 · 2 yrs 11 mos
Suntrust Investment Services, INC.
April 2008 - February 2009 · 10 mos
Suntrust Investment Services, INC.Broker
April 2008 - February 2009 · 10 mos
Robert W. Baird & CO. Incorporated
June 2004 - March 2008 · 3 yrs 9 mos
Robert W. Baird & CO. IncorporatedBroker
July 2000 - March 2008 · 7 yrs 8 mos
J.C. Bradford & CO.Broker
May 1998 - July 2000 · 2 yrs 2 mos
Pfic Securities CorporationBroker
October 1997 - May 1998 · 7 mos
Union Planters Brokerage Services INC.Broker
March 1997 - October 1997 · 7 mos
Vining-Sparks Ibg, Limited PartnershipBroker
December 1993 - March 1995 · 1 yr 3 mos
Lincoln Financial Advisors CorporationBroker
July 1993 - December 1993 · 5 mos
The Lincoln National Life Insurance CompanyBroker
July 1993 - December 1993 · 5 mos
State Registrations7 states
ARFLIDMSNVOHTN
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Brian Dunston - Financial Advisor | TrueAdvisor