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Melissa Clayville

25 Years of Experience
Salt Lake City, UT
1 DisclosureBroker

Melissa Clayville is a registered investment advisor at Robert W. Baird & CO. Incorporated, based in Salt Lake City, UT, with 25 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

222 South Main Street, Suite 1840, Salt Lake City, UT, 84101

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History

Regulatory History (1)
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Customer Dispute
September 2002
Denied
Other Business Activities

Melissa is involved in cosmetic sales with Avon and Mary Kay, dedicating a few hours per week to selling cosmetics. This activity does not occur during securities trading hours.

Employment History
Current Registrations
Robert W. Baird & CO. Incorporated
August 2011 - Present · 14 yrs 9 mos
Robert W. Baird & CO. Incorporated
August 2011 - Present · 14 yrs 9 mos
Robert W. Baird & CO. IncorporatedBroker
August 2011 - Present · 14 yrs 9 mos
Previous Registrations
Morgan Stanley Smith BarneyBroker
June 2009 - August 2011 · 2 yrs 2 mos
Morgan Stanley Smith Barney LLC
June 2009 - August 2011 · 2 yrs 2 mos
Citigroup Global Markets INC.
June 2006 - June 2009 · 3 yrs
Citigroup Global Markets INC.Broker
November 2003 - June 2009 · 5 yrs 7 mos
Wells Fargo Investments, LLCBroker
August 2003 - September 2003 · 1 mo
Citigroup Global Markets INC.Broker
July 2000 - August 2003 · 3 yrs 1 mo
State Registrations12 states
AZCACTFLIDILNVORPAUTWAWV
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.