John Warren
John Warren is a registered investment advisor at Robert W. Baird & CO. Incorporated, based in Charleston, SC, 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
25 Calhoun Street, Suite 200, Charleston, SC, 29401
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Regulatory History (1)
Criminal
April 1990Other Business Activities
John is a board member of The French Protestant Huguenot Church of Charleston since 2017, dedicating a few hours per week. He participates in discussions about the church's endowment investments.
Employment History
Current Registrations
Robert W. Baird & CO. Incorporated
Robert W. Baird & CO. IncorporatedBroker
Previous Registrations
Morgan Stanley Smith Barney LLC
Morgan Stanley Smith BarneyBroker
State Registrations26 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.