BM
BM

Brandon Moore

11 Years of Experience
Scottsdale, AZ
Broker

Brandon Moore is a registered investment advisor at Robert W. Baird & CO. Incorporated, based in Scottsdale, AZ, with 11 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

14648 N Scottsdale Rd, Ste 175, Scottsdale, AZ, 85254

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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

Brandon owns rental property since 2021, dedicating minimal time to it. This activity is not investment-related.

Employment History
Current Registrations
Robert W. Baird & CO. IncorporatedBroker
September 2023 - Present · 2 yrs 8 mos
Robert W. Baird & CO. Incorporated
August 2023 - Present · 2 yrs 9 mos
Previous Registrations
Fisher Investments
June 2019 - November 2022 · 3 yrs 5 mos
Oppenheimerfunds Distributor, INC.Broker
May 2015 - May 2019 · 4 yrs
Wells Fargo Advisors, LLC
June 2013 - November 2014 · 1 yr 5 mos
Wells Fargo Advisors, LLCBroker
May 2013 - November 2014 · 1 yr 6 mos
State Registrations3 states
AZKYVA
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.