George Scherzer
George Scherzer is a registered investment advisor at Robert W. Baird & CO. Incorporated, based in Lake Oswego, OR, with 49 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
5400 Meadows Rd, Ste 300, Lake Oswego, OR, 97035
Get directionsHistory
Regulatory History (6)
Customer Dispute
October 2002Regulatory
June 1992Regulatory
May 1991Customer Dispute
October 1990Customer Dispute
June 1989Customer Dispute
January 1988Employment History
Current Registrations
Robert W. Baird & CO. IncorporatedBroker
Robert W. Baird & CO. Incorporated
Previous Registrations
Mcadams Wright Ragen, INC.Broker
Mcadams Wright Ragen, INC.
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Black & Company, INC.Broker
Somers, Grove & CO., INC.Broker
State Registrations22 states
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.