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Scott Taft

25 Years of Experience
Fort Worth, TX
Broker

Scott Taft is a registered investment advisor at Robert W. Baird & CO. Incorporated, based in Fort Worth, TX, 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

550 Bailey Avenue, Suite 700, Fort Worth, TX, 76107

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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

Scott is an LLC member of Legacy Homebuyers, LLC, a real estate company. He spends minimal time on this activity, which is investment-related.

Employment History
Current Registrations
Robert W. Baird & CO. Incorporated
June 2019 - Present · 7 yrs 3 mos
Robert W. Baird & CO. Incorporated
June 2019 - Present · 7 yrs 3 mos
Robert W. Baird & CO. IncorporatedBroker
June 2019 - Present · 7 yrs 3 mos
Previous Registrations
Clearbridge Investments, LLC
January 2008 - June 2019 · 11 yrs 5 mos
Legg Mason Investor Services, LLCBroker
January 2008 - June 2019 · 11 yrs 5 mos
Tcw Investment Management CO
January 2007 - December 2007 · 11 mos
Tcw Funds DistributorsBroker
October 2006 - December 2007 · 1 yr 2 mos
Cam North America, LLC
December 2005 - July 2006 · 7 mos
Legg Mason Investor Services, LLCBroker
December 2005 - July 2006 · 7 mos
Citigroup Global Markets INC.
June 2004 - December 2005 · 1 yr 6 mos
Citigroup Global Markets INC.Broker
June 2004 - December 2005 · 1 yr 6 mos
Strong Capital Management INC
August 2001 - April 2004 · 2 yrs 8 mos
Strong Investments, INC.Broker
August 2000 - April 2004 · 3 yrs 8 mos
State Registrations6 states
CAFLKYNYTNTX
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.