TrueAdvisor
TrueAdvisor
PM
PM

Paul Mcwane

Robert W. Baird & CO. Incorporated
33 Years of Experience
Lynchburg, VA
1 DisclosureBroker
View SEC Summary
View SEC Summary

Paul Mcwane is a registered investment advisor at Robert W. Baird & CO. Incorporated, based in Lynchburg, VA, with 33 years of industry experience. Paul is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Estate Planning, High Net Worth, Investment Management, and 3 more. Their firm serves 241,359 clients with $390B in assets under management.

Robert W. Baird & CO. Incorporated
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2611 advisors
Number of Clients
241,359 clients
Average Client Portfolio
$1.6M average
Assets Under Management
$394.1B

Fee Structure

Investment management only (planning not offered)

Robert W. Baird & Co. charges an ongoing annual fee for portfolio management, which is bundled with trade execution and custody services as part of a wrap fee program. The specific fee amount depends on the chosen program, strategy, and the size of your portfolio, and is generally calculated as a percentage of the assets they manage for you. Additional costs may apply if managers execute trades away from Baird or if you utilize specialized overlay services.

View Full SEC Brochure

Location

5998 Boonsboro Road, Lynchburg, VA, 24503

Get directions

History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Criminal
December 1978
Final Disposition
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Paul is a member of the Hill City Investment Club since 1995, dedicating minimal time. He is also a board member for Lynchburg Academy of Arts and Duneridge HOA, spending minimal time on each.

Employment History
Current Registrations
Robert W. Baird & CO. IncorporatedBroker
January 2010 - Present · 16 yrs 9 mos
Robert W. Baird & CO. Incorporated
January 2010 - Present · 16 yrs 9 mos
Previous Registrations
Morgan Stanley Smith Barney LLC
June 2009 - January 2010 · 7 mos
Morgan Stanley Smith BarneyBroker
June 2009 - January 2010 · 7 mos
Citigroup Global Markets INC.Broker
February 2006 - June 2009 · 3 yrs 4 mos
Citigroup Global Markets INC.
February 2006 - June 2009 · 3 yrs 4 mos
Legg Mason Wood Walker INC
July 1996 - February 2006 · 9 yrs 7 mos
Legg Mason Wood Walker, IncorporatedBroker
August 1993 - February 2006 · 12 yrs 6 mos
State Registrations40 states
AKALARAZCACODCFLGAHIIDILINKYLAMAMDMEMIMNMSMTNCNJNMNVNYOHORPASCSDTNTXUTVAWAWIWVWY
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.
More Advisors
More financial advisors in Lynchburg, VA →All financial advisors in Virginia →