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Deena Bryan

Robert W. Baird & CO. Incorporated
30 Years of Experience
Milwaukee, WI
1 DisclosureBroker
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Deena Bryan is a registered investment advisor at Robert W. Baird & CO. Incorporated, based in Milwaukee, WI, with 30 years of industry experience. Deena 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

777 East Wisconsin Ave, Milwaukee, WI, 53202

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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.
Employment Separation After Allegations
May 2013
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Employment History
Current Registrations
Robert W. Baird & CO. Incorporated
July 2013 - Present · 13 yrs 3 mos
Robert W. Baird & CO. Incorporated
July 2013 - Present · 13 yrs 3 mos
Robert W. Baird & CO. IncorporatedBroker
July 2013 - Present · 13 yrs 3 mos
Previous Registrations
Morgan Stanley
June 2009 - June 2013 · 4 yrs
Morgan StanleyBroker
June 2009 - June 2013 · 4 yrs
Morgan Stanley & CO. IncorporatedBroker
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley & CO. Incorporated
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley
March 2006 - April 2007 · 1 yr 1 mo
Morgan Stanley Dw INC.Broker
September 2003 - April 2007 · 3 yrs 7 mos
Morgan Stanley Dw INC.Broker
April 2000 - August 2003 · 3 yrs 4 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
March 1996 - April 2000 · 4 yrs 1 mo
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
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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