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Stewart Parker

Robert W. Baird & CO. Incorporated
29 Years of Experience
Columbia, TN
1 DisclosureBroker
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Stewart Parker is a registered investment advisor at Robert W. Baird & CO. Incorporated, based in Columbia, TN, with 29 years of industry experience. Stewart 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
2620 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.

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Location

500 W 7th Street, Columbia, TN, 38401

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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.
Customer Dispute
May 2001
Settled
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Stewart is a managing member of Wetswerd Properties and Wetswerd Holdings, both involved in real estate investments, and a dealer for Wetswerd Motor Cars, a car dealership. He also serves as a member of the Industrial Development Board of Maury County, handles estate administration, and is a member/owner/landlord of Gold Coast Shipping Company LLC, dedicating minimal time to these activities.

Employment History
Current Registrations
Robert W. Baird & CO. IncorporatedBroker
June 2021 - Present · 5 yrs 5 mos
Robert W. Baird & CO. Incorporated
June 2021 - Present · 5 yrs 5 mos
Previous Registrations
Robert W. Baird & CO. IncorporatedBroker
September 2020 - June 2021 · 9 mos
Robert W. Baird & CO. Incorporated
September 2020 - June 2021 · 9 mos
Morgan StanleyBroker
June 2009 - September 2020 · 11 yrs 3 mos
Morgan Stanley
June 2009 - September 2020 · 11 yrs 3 mos
Morgan Stanley & CO. Incorporated
November 2008 - June 2009 · 7 mos
Morgan Stanley & CO. IncorporatedBroker
November 2008 - June 2009 · 7 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
May 2000 - November 2008 · 8 yrs 6 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
January 1997 - November 2008 · 11 yrs 10 mos
State Registrations34 states
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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.
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