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George Scherzer

Robert W. Baird & CO. Incorporated
49 Years of Experience
Lake Oswego, OR
6 DisclosuresBroker
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George Scherzer is a registered investment advisor at Robert W. Baird & CO. Incorporated, based in Lake Oswego, OR, with 49 years of industry experience. George is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Estate Planning, High Net Worth, Investment Management, and 3 more. Their firm serves 241,359 clients with $390B in assets under management.

Robert W. Baird & CO. Incorporated
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2620 advisors
Number of Clients
241,359 clients
Average Client Portfolio
$1.6M average
Assets Under Management
$394.1B

Fee Structure

Investment management only (planning not offered)

Robert W. Baird & Co. charges an ongoing annual fee for portfolio management, which is bundled with trade execution and custody services as part of a wrap fee program. The specific fee amount depends on the chosen program, strategy, and the size of your portfolio, and is generally calculated as a percentage of the assets they manage for you. Additional costs may apply if managers execute trades away from Baird or if you utilize specialized overlay services.

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Location

5400 Meadows Rd, Ste 300, Lake Oswego, OR, 97035

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History

Regulatory History (6)
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
October 2002
Settled
Regulatory
June 1992
Final
Regulatory
May 1991
Final
Customer Dispute
October 1990
Award / Judgment
Customer Dispute
June 1989
Award / Judgment
Customer Dispute
January 1988
Settled
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Robert W. Baird & CO. IncorporatedBroker
November 2014 - Present · 11 yrs 11 mos
Robert W. Baird & CO. Incorporated
November 2014 - Present · 11 yrs 11 mos
Previous Registrations
Mcadams Wright Ragen, INC.Broker
January 2007 - November 2014 · 7 yrs 10 mos
Mcadams Wright Ragen, INC.
January 2007 - November 2014 · 7 yrs 10 mos
Citigroup Global Markets INC.
April 2003 - January 2007 · 3 yrs 9 mos
Citigroup Global Markets INC.Broker
February 1990 - January 2007 · 16 yrs 11 mos
Black & Company, INC.Broker
July 1979 - January 1990 · 10 yrs 6 mos
Somers, Grove & CO., INC.Broker
March 1977 - July 1979 · 2 yrs 4 mos
State Registrations22 states
AKAZCACOFLGAHIIDMAMDMEMINCNENHNYORPASCTNVTWA
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.
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