Nancy Stevens
Nancy Stevens is a registered investment advisor at Robert W. Baird & CO. Incorporated, based in Atlanta North Point, GA, with 21 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
555 N Point Centre E, Ste 500, Atlanta North Point, GA, 30022
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Regulatory History
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.
Learn about disclosures →Other Business Activities
Nancy is a board member of Philanthropiece, a non-profit charitable foundation, dedicating a few hours per week to discussing its investment portfolio. She also serves on the Investment/Finance Committee & Treasurer for Boulder Community Health, spending a few hours per week reviewing financial statements and investment performance.
Employment History
Current Registrations
Robert W. Baird & CO. Incorporated
Robert W. Baird & CO. Incorporated
Robert W. Baird & CO. IncorporatedBroker
Previous Registrations
First Western Investment Advisors, LLC
Reber/russell CO
State Registrations14 states
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