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William Strong

18 Years of Experience
Seattle, WA
Broker

William Strong is a registered investment advisor at Robert W. Baird & CO. Incorporated, based in Seattle, WA, with 18 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

925 Fourth Ave Ste 3600, Seattle, WA, 98104

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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

William is an investor in Strong Family Investments and Strong Family Investments II, both real estate investment vehicles, dedicating minimal time to each. He is also an owner/director of the Norah Kates and Will Strong Foundation and an LLC member of Banarang Ventures for private investments, and the Finance Committee Chair for Northwest Children's Fund.

Employment History
Current Registrations
Robert W. Baird & CO. Incorporated
November 2014 - Present · 11 yrs 6 mos
Robert W. Baird & CO. Incorporated
November 2014 - Present · 11 yrs 6 mos
Robert W. Baird & CO. IncorporatedBroker
November 2014 - Present · 11 yrs 6 mos
Previous Registrations
Mcadams Wright Ragen, INC.
October 2010 - November 2014 · 4 yrs 1 mo
Mcadams Wright Ragen, INC.Broker
October 2010 - November 2014 · 4 yrs 1 mo
Wells Fargo Investments, LLC
March 2008 - October 2010 · 2 yrs 7 mos
Wells Fargo Investments, LLCBroker
March 2008 - October 2010 · 2 yrs 7 mos
State Registrations27 states
AKAZCACTDCFLGAIAIDLAMAMDMNMOMTNHNJNYOHORPASDTXUTVAVTWA
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.
William Strong - Financial Advisor | TrueAdvisor