Robert W. Baird & Co. Inc
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About this Advisor
Patrick Mccusker is a financial advisor based in Roseville, California, who has 10 years of work experience. Mccusker is an advisor for Robert W. Baird & Co. Inc. Over the course of their career, Mccusker has held roles at Morgan Stanley Smith Barney and Robert W. Baird & Co. Inc. Mccusker has a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is approved to operate in California, Florida and Texas. Robert W. Baird & Co. Inc is an advisory firm that has its headquarters in Roseville, California. It has offices in 95 locations and a total of 2,622 people on staff. It handles $140 billion in assets under management between its 156,595 accounts, placing it among the biggest firms in the nation by assets under management. The firm serves 725 charitable organizations. Of its 156,595 client accounts, 24% belong to high-net-worth individuals who have greater than $1 million in assets available to invest. The company performs 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 vary depending on the financial services. Fee types billed by Robert W. Baird & Co. Inc can consist of asset-based, hourly, fixed, commission-based and performance-based fees.
Certifications and Registrations
Years of Experience
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Robert W. Baird & Co. Inc Brokerage Details
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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
Patrick Mccusker Work History
Patrick has 11 years of experience.
Robert W. Baird & Co. Inc
Morgan Stanley Smith Barney
Patrick Mccusker has disclosures.
Please visit their SEC profile for more details.
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