Patrick
Mccusker

Robert W. Baird & Co. Inc

CRD#5705151
Investment Advisor
in Roseville, CA

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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

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

Disclosures

Yes

Office Location

1400 Rocky Ridge Drive Suite 250
Roseville, CA 95661

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Robert W. Baird & Co. Inc Brokerage Details

Total Assets Under Management

$140,256,468,481

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

2,622

CA Average: 43
Total Number of Accounts

156,595

CA Average: 1,898
Average Account Size

$895,664

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

Patrick Mccusker Work History

Patrick has 11 years of experience.

2013 - Present (7 years)

Robert W. Baird & Co. Inc

2009 - 2013 (4 years)

Morgan Stanley Smith Barney

Disclosures

Patrick Mccusker has disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Robert W. Baird & Co. Inc

Joshua Mills
Cedar Rapids, IA
Ruben Rivas
Milwaukee, WI
Nicholas Gomez
Milwaukee, WI
Angela Wingfield
Houston, TX
John Brooks
Lexington, KY
Jennifer Le Clair-Bemis
Sheboygan, WI
Patrick Mcguire
Milwaukee, WI
Brooke Bradshaw
Appleton, WI

This content was compiled from the SEC and FINRA.

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