WC
CFP
WC
CFP

William Corso

28 Years of Experience
Fairfax, VA
Broker

William Corso is a CFP-designated registered investment advisor at Robert W. Baird & CO. Incorporated, based in Fairfax, VA, 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

12500 Fair Lakes Circle, Suite 325, Fairfax, VA, 22033

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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

William is an investor in Northern Neck LLC since 2021, dedicating minimal time to this activity. This activity is investment related.

Employment History
Current Registrations
Robert W. Baird & CO. IncorporatedBroker
November 2024 - Present · 1 yr 6 mos
Robert W. Baird & CO. Incorporated
January 2024 - Present · 2 yrs 4 mos
Previous Registrations
Edelman Financial Engines
November 2018 - January 2024 · 5 yrs 2 mos
Ef Legacy Securities, LLCBroker
April 2016 - October 2018 · 2 yrs 6 mos
Sanders Morris Harris LLCBroker
December 2005 - April 2016 · 10 yrs 4 mos
Edelman Financial Services, LLC
February 2000 - November 2018 · 18 yrs 9 mos
Royal Alliance Associates, INC.Broker
January 2000 - December 2005 · 5 yrs 11 mos
Royal Alliance Associates, INC.Broker
February 1998 - July 1999 · 1 yr 5 mos
New England SecuritiesBroker
September 1996 - September 1997 · 1 yr
State Registrations26 states
ARAZCACODCDEFLGAILKSMAMDMEMNMONCNENYOHORPASCTNTXVAWV
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.