Mark
Fujiwara

Robert W. Baird & Co. Inc

CRD#2399236
Investment Advisor
in Mill Valley, CA

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About this Advisor

Mark Fujiwara is a financial advisor who works in Mill Valley, California, with 14 years of professional experience. Fujiwara currently works for Robert W. Baird & Co. Inc. The advisor has gained experience at Morgan Stanley & Co., Inc, Morgan Stanley Smith Barney, Morgan Stanley Private Bank, National Association and Robert W Baird & Co., Inc. Fujiwara has Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and can work in California, Florida and Illinois. Robert W. Baird & Co. Inc is a business operating out of Mill Valley, California. The investment advisory business has offices in 165 locations and a total of 3,744 employees. It oversees $276 billion in assets under management across its 272,742 customer accounts, placing it among the biggest investment advisory firms in the United States by assets under management. The firm provides services to 971 charities and foundations. Of its 272,742 accounts, 27% belong to high-net-worth clients who have more than $1 million in assets. Robert W. Baird & Co. Inc offers a number of services, such as 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 management are based on which services are offered. Fee types billed by Robert W. Baird & Co. Inc can include any blend of asset-based, hourly, fixed, commission-based, performance-based and other fees.

Certifications and Registrations

Series 63, Series 65

Years of Experience

14 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

Mark Fujiwara Work History

Mark has 14 years of experience.

2018 - Present (5 years)

Robert W Baird & Co., Inc

2015 - 2018 (3 years)

Morgan Stanley Private Bank, National Association

2009 - 2018 (9 years)

Morgan Stanley Smith Barney

2008 - 2018 (10 years)

Morgan Stanley & Co., Inc

Disclosures

Mark Fujiwara has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Robert W. Baird & Co. Inc

Kyle Gilbertson
Mequon, WI
Elizabeth Moore
Franklin, 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.

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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.

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