Maria
Yezovich

Robert W. Baird & Co. Inc

CRD#6885913
Investment Advisor
in Greensburg, PA

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About this Advisor

Maria Yezovich is a financial advisor based in Greensburg, Pennsylvania, working with Robert W. Baird & Co. Inc. Maria has previously held positions at Hefren Tillotson, Bny Mellon, Elizabeth Forward School District, Franklin Regional Sd, Gateway Sd, and Robert W. Baird & Co. Inc. Maria has passed the Series 66 regulatory exam and is registered to provide services in Pennsylvania. Currently, Maria is part of Robert W. Baird & Co. Inc, which operates out of Greensburg, Pennsylvania. 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

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

540 Pellis Road
Greensburg, PA 15601

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Robert W. Baird & Co. Inc Brokerage Details

Total Assets Under Management

$287,514,955,453

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

4,069

PA Average: 43
Total Number of Accounts

331,500

PA Average: 1,898
Average Account Size

$867,315

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

Maria Yezovich Work History

2022 - Present (3 years)

Robert W. Baird & Co. Inc

2017 - Present (8 years)

Hefren Tillotson

2016 - 2017 (1 year)

Bny Mellon

2015 - 2016 (1 year)

Elizabeth Forward School District

2015 - 2015 (< 1 year)

Franklin Regional Sd

2010 - 2015 (5 years)

Gateway Sd

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Maria Yezovich 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
Soumya Venkataraman
Milwaukee, WI
Alec Johnson
Milwaukee, WI
Adam Hubert
Canonsburg, PA
Suzanne Jackson
Durango, CO
Leah Strickland
Greenville, SC
Marisela Garcia
Murfreesboro, TN
Brianna Kvam
Milwaukee, WI

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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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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