Robb
Hamilton

Robert W. Baird & Co. Inc

CRD#2212315
Investment Advisor
in Seattle, WA

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About this Advisor

Robb Hamilton is a financial advisor working in Seattle, Washington, with a total of 12 years of work experience. Hamilton is currently employed by Robert W. Baird & Co. Inc. Hamilton has gained experience at Mcadams Wright Ragen and Robert W. Baird & Co. Inc. Hamilton maintains Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is able to work in Florida, Texas and Washington. Robert W. Baird & Co. Inc is an advisory business operating in Seattle, Washington. The investment advisory business has offices in 169 locations and a total of 3,651 employees. It administers $188 billion in assets among its 207,240 accounts, placing it among the biggest financial advisory firms in the country by assets under management. The firm serves 891 charitable organizations. Of its 207,240 customer accounts, 25% belong to high-net-worth individuals who have at least $1 million in assets. Robert W. Baird & Co. Inc provides a number 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 usually vary depending on which services the firm provides the client. Fees billed by Robert W. Baird & Co. Inc most likely include asset-based, hourly, fixed, commission-based and performance-based fees.

Certifications and Registrations

Series 63, Series 65

Years of Experience

12 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

Disclosures

No

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

$188,252,622,527

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

3,651

WA Average: 43
Total Number of Accounts

207,240

WA Average: 1,898
Average Account Size

$908,380

WA Average: $1,489,234

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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

Robb Hamilton Work History

Robb has 12 years of experience.

2014 - Present (7 years)

Robert W. Baird & Co. Inc

2008 - 2014 (6 years)

Mcadams Wright Ragen

Disclosures

Robb Hamilton has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Robert W. Baird & Co. Inc

Ryan Mccallum
Birmingham, MI
Megan Preston
Milwaukee, WI
John Beery
Midland, MI
Noah Polk
Louisville, KY
Peche Myers
Denver, CO
Scott Derus
Waukesha, WI
Patrick Mcguire
Milwaukee, WI
Thomas Niswonger
Milwaukee, WI

This content was compiled from the SEC and FINRA.

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