James Meredith
James Meredith is a PFS-designated registered investment advisor at Robert W. Baird & CO. Incorporated, based in Pittsburgh, PA, with 47 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
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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
Pittsburgh, PA
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Regulatory History (2)
Customer Dispute
December 2015Regulatory
December 1982Employment History
Current Registrations
Robert W. Baird & CO. Incorporated
Robert W. Baird & CO. Incorporated
Robert W. Baird & CO. IncorporatedBroker
Previous Registrations
Hefren-Tillotson, INC.
Hefren-Tillotson, INC.Broker
State Registrations40 states
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