Carly Mestaz
Carly Mestaz is a registered investment advisor at Robert W. Baird & CO. Incorporated, based in Yakima, WA, with 16 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
Yakima, WA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Robert W. Baird & CO. IncorporatedBroker
Robert W. Baird & CO. Incorporated
Robert W. Baird & CO. Incorporated
Previous Registrations
Mcadams Wright Ragen, INC.
Mcadams Wright Ragen, INC.Broker
Morgan Stanley Smith BarneyBroker
State Registrations25 states
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