Stephanie
Mariani
Robert W. Baird & Co. Inc
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About this Advisor
Stephanie Mariani is a financial advisor based in Scottsdale, Arizona. Mariani works at Robert W. Baird & Co. Inc. Over the course of their career, Mariani has held roles at Student, Clare Oaks, Cactus Sports, Arizona State University, Devils Advoctae, Zwicker And Associates, Raymond James And Associates, Raymond James Financial Services, Raymond James Financial Services Advisors Inc, Corepower Yoga, Nextgen Advisors, LLC, Raymond James Financial Services Advisors, Inc, Nextgen Advisors LLC, State 48 Lager House and Baird. Mariani maintains a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is able to serve investors in Arizona and Wisconsin. Robert W. Baird & Co. Inc is an advisory firm operating out of Milwaukee, WI. The firm has offices in 161 locations and a total of 4,071 employees. It administers $248 billion in assets under management across its 316,065 accounts, placing it among the largest firms in the nation by assets under management. The firm advises 1,212 charitable organizations. Of its 316,065 client accounts, 25% belong to high-net-worth investors who have more than $1 million in investable assets. Robert W. Baird & Co. Inc has a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters, educational seminars and other services. Fees for financial advice typically vary depending on the type of services offered. Fee types billed by Robert W. Baird & Co. Inc can include asset-based, hourly, fixed, commission-based, performance-based and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Robert W. Baird & Co. Inc Brokerage Details
$247,790,348,025
4,071
316,065
$783,985
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
Stephanie Mariani Work History
Stephanie has been registered as a financial advisor for 0 years.*
Baird
Corepower Yoga
State 48 Lager House
Raymond James Financial Services
Raymond James Financial Services Advisors Inc
Raymond James Financial Services Advisors, Inc
Corepower Yoga
Raymond James Financial Services
Zwicker And Associates
Raymond James And Associates
Nextgen Advisors, LLC
Nextgen Advisors LLC
Devils Advoctae
Clare Oaks
Cactus Sports
Arizona State University
Student
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Stephanie Mariani to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
