MS
CFP
MS
CFP

Matthew Snider

26 Years of Experience
Pittsburgh - Greensburg, PA
Broker

Matthew Snider is a CFP-designated registered investment advisor at Robert W. Baird & CO. Incorporated, based in Pittsburgh - Greensburg, PA, with 26 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

540 Pellis Road, Suite 1000, Pittsburgh - Greensburg, PA, 15601

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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

Matthew serves as the treasurer for Faith Evangelical Lutheran Church and as a board member and investment committee member for Clelian Heights. These activities require minimal time and the latter is investment-related.

Employment History
Current Registrations
Robert W. Baird & CO. Incorporated
October 2022 - Present · 3 yrs 11 mos
Robert W. Baird & CO. Incorporated
October 2022 - Present · 3 yrs 11 mos
Robert W. Baird & CO. IncorporatedBroker
October 2022 - Present · 3 yrs 11 mos
Previous Registrations
Hefren-Tillotson, INC.
July 2012 - October 2022 · 10 yrs 3 mos
Hefren-Tillotson, INC.Broker
June 1999 - October 2022 · 23 yrs 4 mos
State Registrations37 states
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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.
Matthew Snider - Financial Advisor | TrueAdvisor