Chad Edwards
Chad Edwards is a CFP-designated registered investment advisor at Robert W. Baird & CO. Incorporated, based in Pittsburgh - Wexford, PA, with 10 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.
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Chad is the treasurer for Lodge 45 Free & Accepted Masons of Pennsylvania, dedicating minimal time. He is also a board member and on the investment/finance committee for the Masonic Fund Society, spending a few hours per week.
Employment History
Current Registrations
Robert W. Baird & CO. IncorporatedBroker
Robert W. Baird & CO. Incorporated
Robert W. Baird & CO. Incorporated
Previous Registrations
Hefren-Tillotson, INC.
Hefren-Tillotson, INC.Broker
Pruco Securities CorporationBroker
State Registrations35 states
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