Patrick C. O'connor
Investment adviser representative at Robert W. Baird & Co. Incorporated
28 yearsExperience
2 statesRegistered in
$394.1BFirm assets
55 yearsFirm in business
Are you Patrick C. O'connor? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeCommissionsPerformance-basedOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
28 years in the industry.
- Robert W. Baird & Co. IncorporatedFeb 2022 to now
- BairdFeb 2022 to now
- Morgan Stanley Private Bank, National AssociationJan 2015 to Feb 2022
- Morgan Stanley Smith BarneyJun 2009 to Feb 2022
- Citigroup Global Markets Inc.Jul 1998 to Feb 2022
Exams passed
- Series 63 · Uniform Securities Agent State Law1998
- Series 65 · Uniform Investment Adviser Law1998
State registrations
Registered as an investment adviser representative in 2 states (TX, WA).
Robert W. Baird & Co. Incorporated
$394.1BAssets managed
241,359Clients
2,633Advisers
55 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1636852
- Firm CRD
- 8158