James Meredith
James Meredith is a CFA-designated registered investment advisor at Robert W. Baird & CO. Incorporated, based in Pittsburgh - Wexford, PA, with 22 years of industry experience. Their practice areas include Investment Management. Their firm serves 228,442 clients with $340B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
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.
Location
12570 Perry Highway, Suite 100, Pittsburgh - Wexford, PA, 15090
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Regulatory History
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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James is a lecturer at Saint Vincent College, teaching a CFA prep course, dedicating a few hours per week. He is also a troop leader for the Boy Scouts of America, spending a few hours per week, and owns rental properties, requiring minimal time.
Employment History
Current Registrations
Robert W. Baird & CO. Incorporated
Robert W. Baird & CO. Incorporated
Robert W. Baird & CO. IncorporatedBroker
Previous Registrations
Hefren-Tillotson, INC.
Hefren-Tillotson, INC.Broker
State Registrations37 states
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