Sean Miranda
Sean Miranda is a CFP-designated registered investment advisor at Robert W. Baird & CO. Incorporated, based in Louisville, KY, 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
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
4803 Olympia Park Plaza, 4th Floor, Suite 4000, Louisville, KY, 40241
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Regulatory History (1)
Customer Dispute
August 2009Other Business Activities
Sean serves as a successor trustee for relatives, dedicating minimal time to this non-investment related activity. He is also the President Elect of the Financial Planning Association of Kentuckiana, spending a few hours per week assisting with meetings and providing information to members. Sean owns rental property, spending minimal time on it.
Employment History
Current Registrations
Robert W. Baird & CO. IncorporatedBroker
Robert W. Baird & CO. Incorporated
Previous Registrations
J.J.B. Hilliard, W.L. Lyons, LLCBroker
J.J.B. Hilliard, W.L. Lyons, LLC
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Morgan Stanley
Morgan Stanley Dw INC.Broker
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
State Registrations33 states
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.