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Stephen Edwards

7 Years of Experience
Winston Salem, NC
Broker

Stephen Edwards is a registered investment advisor at Robert W. Baird & CO. Incorporated, based in Winston Salem, NC, with 7 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

Winston Salem, NC

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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

Stephen is the President and Founder of Twilight Golf Club, a non-investment related activity. He spends minimal time on this endeavor.

Employment History
Current Registrations
Robert W. Baird & CO. Incorporated
June 2018 - Present · 7 yrs 11 mos
Robert W. Baird & CO. Incorporated
April 2018 - Present · 8 yrs 1 mo
Robert W. Baird & CO. IncorporatedBroker
April 2018 - Present · 8 yrs 1 mo
State Registrations41 states
ALAZCACOCTDCDEFLGAIDILINKSKYLAMAMDMEMIMNMOMTNCNENHNJNMNYOHOKORPAPRSCTNTXVAVTWAWIWV
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.
Stephen Edwards - Financial Advisor | TrueAdvisor