Christian
Barry

Robert W. Baird & Co. Inc

CRD#5485689
Investment Advisor
in Bridgeville, PA

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About this Advisor

Christian Barry is a financial advisor based out of Bridgeville, Pennsylvania, who has 3 years of industry experience. Barry is on the advisory team at Robert W. Baird & Co. Inc. During their career, Barry has held roles at Citigroup Global Markets Inc, Morgan Stanley Smith Barney, Morgan Stanley Private Bank, National Association and Robert W Baird & Co. Inc. Barry maintains a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is registered to advise clients in Florida, Pennsylvania and Texas. Robert W. Baird & Co. Inc is a financial advisory company based in Milwaukee, WI. The company has offices in 161 locations and a total of 4,071 financial advisors. It controls $248 billion in assets under management between its 316,065 accounts, making it one of the biggest financial advisory firms in the country by assets under management. The firm serves 1,212 charitable organizations. Of its 316,065 accounts, 25% are held by high-net-worth investors who have more than $1 million in assets available to invest. Robert W. Baird & Co. Inc offers a number 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. Financial advisory fee schedules vary depending on which services are offered. Fees charged by Robert W. Baird & Co. Inc most likely include asset-based, hourly, fixed, commission-based, performance-based and other fees.

Certifications and Registrations

Series 66

Years Registered*

3 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

44 Abele Road, Ste 103
Bridgeville, PA 15017

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Robert W. Baird & Co. Inc Brokerage Details

Total Assets Under Management

$247,790,348,025

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

4,071

PA Average: 43
Total Number of Accounts

316,065

PA Average: 1,898
Average Account Size

$783,985

PA 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

Christian Barry Work History

Christian has been registered as a financial advisor for 3 years.*

2020 - Present (4 years)

Robert W Baird & Co. Inc

2015 - 2020 (5 years)

Morgan Stanley Private Bank, National Association

2009 - 2020 (11 years)

Morgan Stanley Smith Barney

2008 - 2020 (12 years)

Citigroup Global Markets Inc

*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 Christian Barry 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

John Zielinski
Milwaukee, WI
April Punch
Covington, KY
Kevin Phillips
Davidson, NC
Matthew Leatherwood
Houston, TX
Katharine Christian
Houston, TX
Kelly Heppe
Denver, CO
Traci Bryson
Denver, CO
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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