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Zachary Sanctis

Robert W. Baird & CO. Incorporated
11 Years of Experience
Pittsburgh - Wexford, PA
1 DisclosureBroker
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Zachary Sanctis is a registered investment advisor at Robert W. Baird & CO. Incorporated, based in Pittsburgh - Wexford, PA, with 11 years of industry experience. Zachary is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Estate Planning, High Net Worth, Investment Management, and 3 more. Their firm serves 241,359 clients with $390B in assets under management.

Robert W. Baird & CO. Incorporated
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2620 advisors
Number of Clients
241,359 clients
Average Client Portfolio
$1.6M average
Assets Under Management
$394.1B

Fee Structure

Investment management only (planning not offered)

Robert W. Baird & Co. charges an ongoing annual fee for portfolio management, which is bundled with trade execution and custody services as part of a wrap fee program. The specific fee amount depends on the chosen program, strategy, and the size of your portfolio, and is generally calculated as a percentage of the assets they manage for you. Additional costs may apply if managers execute trades away from Baird or if you utilize specialized overlay services.

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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
View Full SEC ReportHow to Read Disclosures
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 · 7 yrs
Robert W. Baird & CO. Incorporated
October 2019 - Present · 7 yrs
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
ALARAZCACOCTFLGAIAILINLAMAMDMEMIMNMOMTNCNJNYOHOKORPASCTNTXUTVAVTWAWIWV
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.
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