David
Caillier

Robert W. Baird & Co. Inc

CRD#4603868
Investment Advisor
in Mill Valley, CA

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About this Advisor

David Caillier is a financial advisor based in Mill Valley, California, with a total of 11 years of professional experience. Caillier is an employee of Robert W. Baird & Co. Inc. They have spent their complete employment at Robert W. Baird & Co. Inc. Caillier has a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is approved to operate in California and Texas. Robert W. Baird & Co. Inc is an advisory business that has its headquarters in Mill Valley, California. The firm has offices in 165 locations and a total of 3,744 financial advisors. It manages $276 billion in total assets among its 272,742 accounts, making it one of the largest financial advisory firms in the nation by assets under management. The firm advises 971 charitable organizations. Of its 272,742 client accounts, 27% are held by high-net-worth investors who have greater 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. A financial advisor's fee schedules are based on which service is provided. However, fee types billed by Robert W. Baird & Co. Inc likely consist of any combination of asset-based, hourly, fixed, commission-based, performance-based and other fees.

Certifications and Registrations

Series 66

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

David Caillier Work History

David has 11 years of experience.

2011 - Present (12 years)

Robert W. Baird

Disclosures

David Caillier has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Robert W. Baird & Co. Inc

Kyle Gilbertson
Mequon, WI
Elizabeth Dye
Kingsport, TN
Ashley Strickland
Mequon, WI
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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