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Zachary Sanctis

10 Years of Experience
Pittsburgh - Wexford, PA
1 DisclosureBroker

Zachary Sanctis is a registered investment advisor at Robert W. Baird & CO. Incorporated, based in Pittsburgh - Wexford, PA, with 10 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

12570 Perry Highway, Suite 100, Pittsburgh - Wexford, PA, 15090

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History

Regulatory History (1)
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Criminal
September 2012
Final Disposition
Other Business Activities

Zachary is a partial owner of 414 Summit Capital LLC, spending minimal time on this non-investment related activity. He is also a band member in Waterview Band, dedicating minimal time to this pursuit as well.

Employment History
Current Registrations
Robert W. Baird & CO. IncorporatedBroker
October 2019 - Present · 6 yrs 11 mos
Robert W. Baird & CO. Incorporated
October 2019 - Present · 6 yrs 11 mos
Previous Registrations
J.J.B. Hilliard, W.L. Lyons, LLC
September 2018 - October 2019 · 1 yr 1 mo
J.J.B. Hilliard, W.L. Lyons, LLCBroker
September 2018 - October 2019 · 1 yr 1 mo
Mdt Advisers, a Division of Federated Mdta LLC
November 2015 - September 2018 · 2 yrs 10 mos
Federated Securities CORP.
November 2015 - September 2018 · 2 yrs 10 mos
Federated Investment Counseling
November 2015 - September 2018 · 2 yrs 10 mos
Federated Securities CORP.Broker
September 2015 - September 2018 · 3 yrs
State Registrations35 states
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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.
Zachary Sanctis - Financial Advisor | TrueAdvisor