James
Guidera

Robert W. Baird & Co. Inc

CRD#5002615
Investment Advisor
in Towson, MD

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About this Advisor

James Guidera is a financial advisor based in Towson, Maryland, working with Robert W. Baird & Co. Inc. James has previously held positions at Franklin Distributors, LLC, Maryland Capital Management, LLC, Cerity Partners LLC, Robert W. Baird & Co. Inc, and Lord Abbett. James has passed the Series 66 and Series 63 regulatory exams and is registered to provide services in Maryland. Currently, James is part of Robert W. Baird & Co. Inc, which operates out of Towson, Maryland. The firm has 179 offices and 4,069 employees. The firm manages assets totaling $287.5 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include 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. The fee structure at Robert W. Baird & Co. Inc includes asset-based, hourly, fixed, commission-based, performance-based, and other fees.

Certifications and Registrations

Series 66, Series 63

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

100 W. Road Suite 200
Towson, MD 21204

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Robert W. Baird & Co. Inc Brokerage Details

Total Assets Under Management

$287,514,955,453

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

4,069

MD Average: 43
Total Number of Accounts

331,500

MD Average: 1,898
Average Account Size

$867,315

MD 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

James Guidera Work History

2024 - Present (0 year)

Robert W. Baird & Co. Inc

2023 - 2023 (< 1 year)

Cerity Partners LLC

2021 - 2022 (1 year)

Maryland Capital Management, LLC

2014 - 2021 (7 years)

Franklin Distributors, LLC

2005 - 2014 (9 years)

Lord Abbett

Disclosures

Please visit the SEC profile of James Guidera 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

Hillery Emms
Fort Worth, TX
Sam Ellington
Louisville, KY
Thomas Glynn
Scottsdale, AZ
Brett Selke
Milwaukee, WI
Brianna Kvam
Milwaukee, WI
Xochitl Corona Russell
Seattle, WA
William Mcginty
Sarasota, FL
William Buchman
Dallas, TX
Learn more about
Robert W. Baird & Co. Inc

The content in this profile was updated by SmartAsset on 6/19/2024. 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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