IH
IH

Idris Herring

10 Years of Experience
Chicago, IL
Broker

Idris Herring is a registered investment advisor at Robert W. Baird & CO. Incorporated, based in Chicago, IL, 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

227 West Monroe Street, Chicago, IL, 60606

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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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Employment History
Current Registrations
Robert W. Baird & CO. IncorporatedBroker
March 2023 - Present · 3 yrs 2 mos
Robert W. Baird & CO. Incorporated
March 2023 - Present · 3 yrs 2 mos
Previous Registrations
J.P. Morgan Securities LLCBroker
December 2020 - March 2023 · 2 yrs 3 mos
J.P. Morgan Securities LLC
December 2020 - March 2023 · 2 yrs 3 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
September 2019 - November 2020 · 1 yr 2 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
April 2019 - November 2020 · 1 yr 7 mos
J.P. Morgan Securities LLCBroker
October 2016 - March 2019 · 2 yrs 5 mos
E*trade Securities LLCBroker
November 2015 - August 2016 · 9 mos
State Registrations1 state
IL
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.