MD
CFP
MD
CFP

Mariah Dehaven

28 Years of Experience
Fairfax, VA
1 DisclosureBroker

Mariah Dehaven is a CFP-designated registered investment advisor at Robert W. Baird & CO. Incorporated, based in Fairfax, VA, with 28 years of industry experience. Mariah 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.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2611 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

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

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History

Regulatory History (1)
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Financial
August 2021
Final
Employment History
Current Registrations
Robert W. Baird & CO. IncorporatedBroker
May 2026 - Present · 5 mos
Robert W. Baird & CO. Incorporated
February 2025 - Present · 1 yr 8 mos
Previous Registrations
Edelman Financial Engines
November 2018 - March 2025 · 6 yrs 4 mos
Edelman Financial Services, LLC
May 2016 - November 2018 · 2 yrs 6 mos
Ef Legacy Securities, LLCBroker
May 2016 - October 2018 · 2 yrs 5 mos
Advice and Planning Services
April 2012 - May 2016 · 4 yrs 1 mo
Tiaa-Cref Individual & Institutional Services, LLCBroker
February 2012 - May 2016 · 4 yrs 3 mos
PNC Investments
March 2006 - January 2012 · 5 yrs 10 mos
PNC InvestmentsBroker
March 2006 - January 2012 · 5 yrs 10 mos
Suntrust Investment Services, INC.Broker
November 2003 - March 2006 · 2 yrs 4 mos
Citicorp Investment ServicesBroker
October 2003 - November 2003 · 1 mo
AXA Advisors, LLC
April 2003 - October 2003 · 6 mos
Suntrust Investment Services, INC.
January 2003 - March 2006 · 3 yrs 2 mos
AXA Advisors, LLCBroker
December 2002 - October 2003 · 10 mos
Charles Schwab & CO., INC.
September 2001 - October 2002 · 1 yr 1 mo
Charles Schwab & CO., INC.Broker
January 1998 - October 2002 · 4 yrs 9 mos
State Registrations11 states
DCFLINMDNCNVPATNTXVAWV
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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