Jill
Frye

Robert W. Baird & Co. Inc

CRD#3235910
Investment Advisor
in Bridgeville, PA

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About this Advisor

Jill Frye is a financial advisor based in Bridgeville, Pennsylvania with 2 years of industry experience. Frye is an employee of Robert W. Baird & Co. Inc. Their career trajectory has included roles at Citigroup Global Markets Inc and Morgan Stanley Smith Barney. Frye holds Series 63 and Series 66 licenses, which qualify them as a securities representative, and is able to advise clients in Pennsylvania. Robert W. Baird & Co. Inc is a financial advisory firm headquartered in Milwaukee, WI. The company has offices in 161 locations and a total of 4,071 people on staff. It controls $248 billion in assets between its 316,065 customer accounts, making it one of the biggest firms in the nation by assets under management. The firm serves 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 advisory firm has a wide set 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 largely vary depending on which services the firm provides the client. However, fees charged by Robert W. Baird & Co. Inc may include any blend of asset-based, hourly, fixed, commission-based, performance-based and other fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

2 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

Jill Frye Work History

Jill has been registered as a financial advisor for 2 years.*

2009 - Present (15 years)

Morgan Stanley Smith Barney

2006 - Present (18 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 Jill Frye 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

Samantha Bane
Milwaukee, WI
Cortlandt Howell
Denver, CO
Denise Stup
Denver, CO
Rebecca Schuster
Waukesha, WI
Katharine Christian
Houston, TX
Traci Bryson
Denver, CO
Kelly Heppe
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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