Thomas Smythe
Thomas Smythe is a ChFC-designated registered investment advisor at Robert W. Baird & CO. Incorporated, based in Charleston, SC, with 12 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
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Thomas is involved in several outside business activities, including selling various types of insurance (life, property/casualty, health, and group) and structured settlements, dedicating about 10-20% of his time to the former. He also engages in real estate activities through KSTS Properties, LLC and 3 Summer Dunes, LLC, and serves as treasurer for a nonprofit organization.
Employment History
Current Registrations
Robert W. Baird & CO. Incorporated
Robert W. Baird & CO. IncorporatedBroker
Previous Registrations
MML Investors Services, LLC
MML Investors Services, LLCBroker
State Registrations6 states
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