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Jill Frye

24 Years of Experience
Pittsburgh - South Hills, PA
Broker

Jill Frye is a registered investment advisor at Robert W. Baird & CO. Incorporated, based in Pittsburgh - South Hills, PA, with 24 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

121 Champion Way, Suite 200, Pittsburgh - South Hills, PA, 15317

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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

Jill works as a retail employee at Loft Outlet. This activity is not investment-related and requires minimal time.

Employment History
Current Registrations
Robert W. Baird & CO. Incorporated
November 2021 - Present · 4 yrs 6 mos
Robert W. Baird & CO. IncorporatedBroker
August 2020 - Present · 5 yrs 9 mos
Previous Registrations
Morgan StanleyBroker
June 2009 - August 2020 · 11 yrs 2 mos
Citigroup Global Markets INC.Broker
February 2006 - June 2009 · 3 yrs 4 mos
Legg Mason Wood Walker, IncorporatedBroker
March 2005 - February 2006 · 11 mos
J.J.B. Hilliard, W.L. Lyons, INC.Broker
March 2000 - June 2003 · 3 yrs 3 mos
PNC Brokerage CORPBroker
June 1999 - April 2000 · 10 mos
State Registrations52 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTXUTVAVTVirgin IslandsWAWIWVWY
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.
Jill Frye - Financial Advisor | TrueAdvisor