Molly
Martinez

Robert W. Baird & Co. Inc

CRD#1284423
Investment Advisor
in Seattle, WA

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About this Advisor

Molly Martinez is a financial advisor based in Seattle, Washington, working with Robert W. Baird & Co. Inc. Molly has previously held positions at Mcadams Wright Ragen and Robert W. Baird & Co. Inc. Molly has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Texas and Washington. Currently, Molly is part of Robert W. Baird & Co. Inc, which operates out of Seattle, Washington. 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 63, Series 65

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

925 Fourth Ave Ste 3600
Seattle, WA 98104

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Robert W. Baird & Co. Inc Brokerage Details

Total Assets Under Management

$287,514,955,453

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

4,069

WA Average: 43
Total Number of Accounts

331,500

WA Average: 1,898
Average Account Size

$867,315

WA 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

Molly Martinez Work History

2014 - Present (10 years)

Robert W. Baird & Co. Inc

2009 - 2014 (5 years)

Mcadams Wright Ragen

Disclosures

Please visit the SEC profile of Molly Martinez 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
Evan Schuetze
Milwaukee, WI
Lauren Post
Milwaukee, WI
Vilyamir Kolesnichenko
Pittsburgh, PA
Thomas Niswonger
Milwaukee, WI
Timothy Donoghue
Wexford, PA
Abigail Landrum
Hopkinsville, KY
Jonathan Mcmonigal
Wexford, PA
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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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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