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Chris George

45 Years of Experience
Pittsburgh - Wexford, PA
1 DisclosureBroker

Chris George is a registered investment advisor at Robert W. Baird & CO. Incorporated, based in Pittsburgh - Wexford, PA, with 45 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)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
April 2001
Closed-No Action
Other Business Activities

Chris is a self-employed attorney.

Employment History
Current Registrations
Robert W. Baird & CO. Incorporated
October 2022 - Present · 3 yrs 7 mos
Robert W. Baird & CO. IncorporatedBroker
October 2022 - Present · 3 yrs 7 mos
Previous Registrations
Hefren-Tillotson, INC.
April 2002 - October 2022 · 20 yrs 6 mos
Hefren-Tillotson, INC.Broker
February 1981 - October 2022 · 41 yrs 8 mos
State Registrations27 states
AKAZCACOCTDEFLGAILINKSMAMDMTNCNHNVNYOHPARISCTNTXVAWAWV
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.
Chris George - Financial Advisor | TrueAdvisor