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Andrew Roed

24 Years of Experience
Bellevue, WA
1 DisclosureBroker

Andrew Roed is a registered investment advisor at Robert W. Baird & CO. Incorporated, based in Bellevue, WA, 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

Bellevue, WA

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History

Regulatory History (1)
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Customer Dispute
February 2008
Denied
Employment History
Current Registrations
Robert W. Baird & CO. Incorporated
November 2014 - Present · 11 yrs 6 mos
Robert W. Baird & CO. Incorporated
November 2014 - Present · 11 yrs 6 mos
Robert W. Baird & CO. IncorporatedBroker
November 2014 - Present · 11 yrs 6 mos
Previous Registrations
Mcadams Wright Ragen, INC.
April 2005 - November 2014 · 9 yrs 7 mos
Mcadams Wright Ragen, INC.Broker
April 2005 - November 2014 · 9 yrs 7 mos
RBC Dain Rauscher INC.
May 2001 - April 2005 · 3 yrs 11 mos
RBC Dain Rauscher INC.Broker
March 2001 - April 2005 · 4 yrs 1 mo
State Registrations33 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.