Scott Schoenfeld
Scott Schoenfeld is a registered investment advisor at Robert W. Baird & CO. Incorporated, based in Seattle, 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
925 Fourth Ave Ste 3600, Seattle, WA, 98104
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Regulatory History
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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Scott is a board member and on the Investment/Finance Committee for The Special Olympics of Washington State, dedicating minimal time. He is also a board member and passive investor LP for Bangarang SPVX LP, spending minimal time as well.
Employment History
Current Registrations
Robert W. Baird & CO. IncorporatedBroker
Robert W. Baird & CO. Incorporated
Robert W. Baird & CO. Incorporated
Previous Registrations
Brighton Jones LLC
Brighton Jones LLC
BMO Capital Markets CORP.Broker
UBS Financial Services INC.
UBS Financial Services INC.Broker
Lehman Brothers INC.
Lehman Brothers INC.Broker
State Registrations27 states
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.