James Guidera
James Guidera is a registered investment advisor at Robert W. Baird & CO. Incorporated, based in Towson, MD, with 20 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
100 West Road, Suite 200, Towson, MD, 21204
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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James is the president of the board of directors for Roland Run Club, a swim club, since 2018. He dedicates a few hours per week to this activity.
Employment History
Current Registrations
Robert W. Baird & CO. Incorporated
Robert W. Baird & CO. IncorporatedBroker
Previous Registrations
Cerity Partners LLC
Maryland Capital Management, LLC
Clearbridge Investments, LLC
Franklin Distributors, LLCBroker
Lord, Abbett & CO. LLC
Lord Abbett Distributor LLCBroker
State Registrations28 states
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