Alexander
Cushner

Robert W. Baird & Co. Inc

CRD#2272595
Investment Advisor
in Mill Valley, CA

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About this Advisor

Alexander Cushner is a financial advisor who works out of Mill Valley, California, with 11 years in the industry. Cushner is on the advisory team at Robert W. Baird & Co. Inc. They have spent their entire employment at Robert W. Baird & Co. Inc. Cushner has Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is able to advise clients in California and Texas. Robert W. Baird & Co. Inc is an advisory company headquartered in Mill Valley, California. It has offices in 165 locations and a total of 3,744 advisors. It administers $276 billion in assets under management between its 272,742 customer accounts, making it one of the biggest investment advisory firms in the United States by assets under management. The firm provides financial advice to 971 charities and foundations. Of its 272,742 customer accounts, 27% are associated with high-net-worth investors who have more than $1 million in assets. Robert W. Baird & Co. Inc provides 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 charged by financial advisors vary depending on the type of financial services. However, fee types charged by Robert W. Baird & Co. Inc likely include some blend of asset-based, hourly, fixed, commission-based, performance-based and other fees.

Certifications and Registrations

Series 63, Series 65

Years of Experience

11 years

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions, Performance-based Fees, Others

Disclosures

No

Office Location

2 Belvedere Place Suite 330
Mill Valley, CA 94941

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Robert W. Baird & Co. Inc Brokerage Details

Total Assets Under Management

$275,840,179,207

CA Average: $2,826,565,184
Total Number of Employees

3,744

CA Average: 43
Total Number of Accounts

272,742

CA Average: 1,898
Average Account Size

$1,011,359

CA Average: $1,489,234

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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

Alexander Cushner Work History

Alexander has 11 years of experience.

2011 - Present (12 years)

Robert W. Baird

Disclosures

Alexander Cushner has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Robert W. Baird & Co. Inc

Scott Woods
Sarasota, FL
Michelle Cruz
Milwaukee, WI
Elizabeth Dye
Kingsport, TN
Peche Myers
Denver, CO
Denise Stup
Denver, CO
Tara Pankow
Racine, WI
Tracy Gardner
Grand Junction, CO
Michael Trapp
Columbus, OH

The content in this profile was updated by SmartAsset on 04/01/2022 using publicly available data compiled from the SEC and FINRA. To report any data inconsistencies or errors, please contact profile-compliance@smartasset.com.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm, and financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

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.

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