Richard
Chojnacki

Robert W. Baird & Co. Inc

CRD#4639414
Investment Advisor
in Sarasota, FL

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About this Advisor

Richard Chojnacki is a financial advisor working out of Sarasota, Florida with a total of 5 years of industry experience. Chojnacki is on the advisory team at Robert W. Baird & Co. Inc. The advisor has gained experience at Morgan Stanley Smith Barney, Morgan Stanley Private Bank, National Association and Robert W Baird & Co., Inc. Chojnacki maintains a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is able to operate in Florida. Robert W. Baird & Co. Inc is a financial advisory business operating out of Milwaukee, WI. It has offices in 161 locations and a total of 4,071 people on staff. It has $248 billion in assets under management between its 316,065 client accounts, placing it among the largest firms in the United States by assets under management. The firm advises 1,212 charities and foundations. Of its 316,065 client accounts, 25% are associated with high-net-worth individuals who have greater than $1 million in investable assets. The firm 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 charged by financial advisors vary depending on the financial services. However, fees billed by Robert W. Baird & Co. Inc likely are comprised of any combination of asset-based, hourly, fixed, commission-based, performance-based and other fees.

Certifications and Registrations

Series 66

Years Registered*

5 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

Office Location

Two North Tamiami Trail One Sarasota Tower, Ste 1200
Sarasota, FL 34236

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Robert W. Baird & Co. Inc Brokerage Details

Total Assets Under Management

$247,790,348,025

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

4,071

FL Average: 43
Total Number of Accounts

316,065

FL Average: 1,898
Average Account Size

$783,985

FL Average: $1,489,234

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

Richard Chojnacki Work History

Richard has been registered as a financial advisor for 5 years.*

2018 - Present (6 years)

Robert W Baird & Co., Inc

2015 - 2018 (3 years)

Morgan Stanley Private Bank, National Association

2010 - 2018 (8 years)

Morgan Stanley Smith Barney

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Richard Chojnacki to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Robert W. Baird & Co. Inc

Rebecca Schuster
Waukesha, WI
Jeffrey Roberts
Louisville, KY
Traci Bryson
Denver, CO
Kevin Phillips
Davidson, NC
Katharine Christian
Houston, TX
Tracy Gardner
Grand Junction, CO
Matthew Leatherwood
Houston, TX
Angela Taylor
Louisville, KY

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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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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