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Brian Glavin

24 Years of Experience
Danvers, MA
Broker

Brian Glavin is a registered investment advisor at Robert W. Baird & CO. Incorporated, based in Danvers, MA, 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

222 Rosewood Dr. Suite 520, Danvers, MA, 01923

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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

Brian is the VP of the Board of Directors for Andover Youth Lacrosse and the Girl's Select Committee Chair for Massachusetts Youth Lacrosse. Both are non-profit youth sports organizations, and Brian dedicates minimal time to each role.

Employment History
Current Registrations
Robert W. Baird & CO. IncorporatedBroker
January 2025 - Present · 1 yr 4 mos
Robert W. Baird & CO. Incorporated
January 2025 - Present · 1 yr 4 mos
Previous Registrations
Janney Montgomery Scott LLCBroker
October 2022 - January 2025 · 2 yrs 3 mos
Janney Montgomery Scott LLC
October 2022 - January 2025 · 2 yrs 3 mos
Riverfront Investment Group, LLC
March 2012 - August 2022 · 10 yrs 5 mos
Alps Distributors, INC.Broker
January 2012 - August 2022 · 10 yrs 7 mos
Janney Montgomery Scott LLC
November 2009 - January 2012 · 2 yrs 2 mos
Janney Montgomery Scott LLCBroker
November 2009 - January 2012 · 2 yrs 2 mos
Janney Montgomery Scott LLCBroker
June 2008 - July 2009 · 1 yr 1 mo
Janney Montgomery Scott LLC
March 2008 - July 2009 · 1 yr 4 mos
Placemark Investments, INC.
July 2005 - February 2008 · 2 yrs 7 mos
Pioneer Investment Management, INC.
June 2004 - July 2005 · 1 yr 1 mo
Pioneer Funds Distributor, INC.Broker
July 2002 - July 2005 · 3 yrs
Fidelity Brokerage Services LLCBroker
September 2001 - July 2002 · 10 mos
AXA Advisors, LLCBroker
August 2000 - March 2001 · 7 mos
State Registrations35 states
AZCACOCTDCDEFLGAILINMAMDMEMIMNMOMTNCNHNJNMNYOHOKORPARISCTNTXUTVAVTWAWI
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.
Brian Glavin - Financial Advisor | TrueAdvisor