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Charles Nemeckay

20 Years of Experience
Madison West, WI
Broker

Charles Nemeckay is a registered investment advisor at Robert W. Baird & CO. Incorporated, based in Madison West, WI, 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
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

8000 Excelsior Dr, Ste 302, Madison West, WI, 53717

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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

Charles has an ownership interest in A Leap Above Dance, a dance studio owned and operated by his wife. He also serves as Treasurer for St. Ann's School, dedicating minimal time to collecting and reconciling funds.

Employment History
Current Registrations
Robert W. Baird & CO. IncorporatedBroker
March 2017 - Present · 9 yrs 2 mos
Robert W. Baird & CO. Incorporated
March 2017 - Present · 9 yrs 2 mos
Previous Registrations
Morgan Stanley
June 2009 - March 2017 · 7 yrs 9 mos
Morgan StanleyBroker
June 2009 - March 2017 · 7 yrs 9 mos
Morgan Stanley & CO. IncorporatedBroker
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley & CO. Incorporated
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley
January 2006 - April 2007 · 1 yr 3 mos
Morgan Stanley Dw INC.Broker
December 2005 - April 2007 · 1 yr 4 mos
State Registrations25 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.
Charles Nemeckay - Financial Advisor | TrueAdvisor