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Brian Robinson

Robert W. Baird & CO. Incorporated
19 Years of Experience
Denver, CO
1 DisclosureBroker
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Brian Robinson is a registered investment advisor at Robert W. Baird & CO. Incorporated, based in Denver, CO, with 19 years of industry experience. Brian is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Estate Planning, High Net Worth, Investment Management, and 3 more. Their firm serves 241,359 clients with $390B in assets under management.

Robert W. Baird & CO. Incorporated
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2620 advisors
Number of Clients
241,359 clients
Average Client Portfolio
$1.6M average
Assets Under Management
$394.1B

Fee Structure

Investment management only (planning not offered)

Robert W. Baird & Co. charges an ongoing annual fee for portfolio management, which is bundled with trade execution and custody services as part of a wrap fee program. The specific fee amount depends on the chosen program, strategy, and the size of your portfolio, and is generally calculated as a percentage of the assets they manage for you. Additional costs may apply if managers execute trades away from Baird or if you utilize specialized overlay services.

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Location

210 University Boulevard, Ste 800, Denver, CO, 80206

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
April 2020
Denied
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Brian is a board member of the Economic Club of Colorado, a professional organization, since 2017. He dedicates minimal time to helping seek new members and organize events.

Employment History
Current Registrations
Robert W. Baird & CO. Incorporated
February 2012 - Present · 14 yrs 8 mos
Robert W. Baird & CO. Incorporated
February 2012 - Present · 14 yrs 8 mos
Robert W. Baird & CO. IncorporatedBroker
February 2012 - Present · 14 yrs 8 mos
Previous Registrations
Morgan Stanley Smith Barney LLC
June 2009 - February 2012 · 2 yrs 8 mos
Morgan Stanley Smith BarneyBroker
June 2009 - February 2012 · 2 yrs 8 mos
Citigroup Global Markets INC.Broker
May 2008 - June 2009 · 1 yr 1 mo
Citigroup Global Markets INC.
May 2008 - June 2009 · 1 yr 1 mo
Allianz Global Investors Managed Accounts LLC
October 2006 - August 2007 · 10 mos
Allianz Global Investors Distributors LLCBroker
September 2006 - February 2008 · 1 yr 5 mos
The Smalls-Mackenzie Group LLCBroker
June 2005 - July 2005 · 1 mo
The Smalls-Mackenzie Group LLCBroker
July 2004 - July 2004 · 0 mos
State Registrations50 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTWAWIWY
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.
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