CO
CO

Christopher Otillio

16 Years of Experience
Nashville, TN
Broker

Christopher Otillio is a registered investment advisor at Robert W. Baird & CO. Incorporated, based in Nashville, TN, 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
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

1600 West End Ave, Suite 1100, Nashville, TN, 37203

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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

Christopher is a board member of YWCA Nashville, dedicating minimal time to this role. This activity is not investment-related.

Employment History
Current Registrations
Robert W. Baird & CO. IncorporatedBroker
May 2024 - Present · 2 yrs 2 mos
Robert W. Baird & CO. Incorporated
May 2024 - Present · 2 yrs 2 mos
Previous Registrations
Wells Fargo Clearing Services, LLCBroker
January 2011 - May 2024 · 13 yrs 4 mos
Wells Fargo Advisors
January 2011 - May 2024 · 13 yrs 4 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
March 2008 - February 2009 · 11 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
October 2007 - December 2007 · 2 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
September 2007 - February 2009 · 1 yr 5 mos
State Registrations25 states
AZCACOCTDCFLGAHIINKSLAMAMDMOMSMTNJNMOHOKPASCTNTXVA
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.