Richard Roberto
Richard Roberto is a CFP-designated registered investment advisor at Robert W. Baird & CO. Incorporated, based in Pittsburgh - South Hills, PA, with 3 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.
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Current Registrations
Robert W. Baird & CO. IncorporatedBroker
Robert W. Baird & CO. Incorporated
Previous Registrations
Kovitz Investment Group Partners, LLC
Kovitz Investment Group Partners, LLC
Fort Pitt Capital Group, LLC
State Registrations25 states
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