Shelley Pearce
Shelley Pearce is a registered investment advisor at Robert W. Baird & CO. Incorporated, based in Seattle, WA, 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
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
925 Fourth Ave Ste 3600, Seattle, WA, 98104
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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.
Learn about disclosures →Other Business Activities
Shelley is the owner and landlord of a rental property since June 1st. This activity requires minimal time and is not investment-related.
Employment History
Current Registrations
Robert W. Baird & CO. Incorporated
Robert W. Baird & CO. IncorporatedBroker
Robert W. Baird & CO. Incorporated
Previous Registrations
Mcadams Wright Ragen, INC.Broker
Mcadams Wright Ragen, INC.
Wells Fargo Investments, LLC
Wells Fargo Investments, LLCBroker
Edward D. Jones & CO., L.P.Broker
Murphey Favre, INC.Broker
State Registrations23 states
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