Benjamin Morgret
Benjamin Morgret is a registered investment advisor at Robert W. Baird & CO. Incorporated, based in Pittsburgh - South Hills, PA, with 6 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
121 Champion Way, Suite 200, Pittsburgh - South Hills, PA, 15317
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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.
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Since 2025, Benjamin has been a partner/registered agent at Morgret Real Estate LLC, spending a few hours per week. This activity is not investment-related and is performed outside of trading hours.
Employment History
Current Registrations
Robert W. Baird & CO. Incorporated
Robert W. Baird & CO. IncorporatedBroker
Previous Registrations
Federated Global Investment Management CORP.
Mdt Advisers, a Division of Federated Mdta LLC
Federated Investment Counseling
Federated Securities CORP.
Federated Securities CORP.Broker
State Registrations9 states
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