David Riehl
David Riehl is a CFP-designated registered investment advisor at Robert W. Baird & CO. Incorporated, based in Pittsburgh - Greensburg, PA, with 14 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
540 Pellis Road, Suite 1000, Pittsburgh - Greensburg, PA, 15601
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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David is a board member of Jeremaiah's Place and ACME Family Endowment, and an investment committee member for Calvary Episcopal Church - Vestry. He also works as an adjunct instructor at Saint Vincent College and is a homeroom parent co-coordinator for St. Edmund's Academy PTA, dedicating minimal time to each activity.
Employment History
Current Registrations
Robert W. Baird & CO. Incorporated
Robert W. Baird & CO. IncorporatedBroker
Previous Registrations
Hefren-Tillotson, INC.
Hefren-Tillotson, INC.Broker
State Registrations18 states
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