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Gino Colangelo

28 Years of Experience
Cincinnati, OH
Broker

Gino Colangelo is a registered investment advisor at Robert W. Baird & CO. Incorporated, based in Cincinnati, OH, with 28 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

3805 Edwards Rd, Suite 610, Cincinnati, OH, 45209

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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

Gino is a board member for St. Francis Seraph Ministries, overseeing assets. This requires minimal time commitment.

Employment History
Current Registrations
Robert W. Baird & CO. Incorporated
December 2002 - Present · 23 yrs 7 mos
Robert W. Baird & CO. IncorporatedBroker
November 2002 - Present · 23 yrs 8 mos
Previous Registrations
UBS Painewebber INC.Broker
August 2000 - December 2002 · 2 yrs 4 mos
J.C. Bradford & CO.Broker
September 1999 - August 2000 · 11 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
July 1997 - September 1999 · 2 yrs 2 mos
State Registrations28 states
AZCACODEFLGAIDILINKYLAMAMDMIMNMONCNYOHORPASCTNTXVAWAWIWV
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.