Adam
Hubert
Robert W. Baird & Co. Inc
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About this Advisor
Adam Hubert is a financial advisor working out of Canonsburg, Pennsylvania with a total of 1 year of relevant experience. Hubert is on the advisory team at Robert W. Baird & Co. Inc. Hubert has gained experience at Hefren-Tillotson, Inc, Hefren-Tillotson, Saint Vincent College, Pittsburgh Steelers, Gilberts Risk Solutions, Dairy Queen, Kennedy Catholic High School and Robert W. Baird & Co. Inc. Hubert holds a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is approved to operate in Pennsylvania. Robert W. Baird & Co. Inc is a registered investment business that has its headquarters in Milwaukee, WI. The firm has offices in 161 locations and a total of 4,071 advisors. It has $248 billion in assets between its 316,065 accounts, making it one of the largest investment advisory firms in the United States by assets under management. The firm advises 1,212 charities and foundations. Of its 316,065 accounts, 25% are associated with high-net-worth investors who have at least $1 million in assets available to invest. The company has a diverse assortment 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 charged by financial advisors typically depend on which service is offered. Fee types billed by Robert W. Baird & Co. Inc can consist of asset-based, hourly, fixed, commission-based, performance-based and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Robert W. Baird & Co. Inc Brokerage Details
$247,790,348,025
4,071
316,065
$783,985
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
Adam Hubert Work History
Adam has been registered as a financial advisor for 1 years.*
Robert W. Baird & Co. Inc
Hefren-Tillotson, Inc
Hefren-Tillotson
Saint Vincent College
Gilberts Risk Solutions
Pittsburgh Steelers
Saint Vincent College
Dairy Queen
Kennedy Catholic High School
*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 Adam Hubert 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
Roseville, CA
Grand Junction, CO
Waukesha, WI
Houston, TX
Houston, TX
Denver, CO
Denver, CO
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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