Sam Clay Ellington
Investment adviser representative at Robert W. Baird & Co. Incorporated
6 yearsExperience
1 stateRegistered in
CFADesignation
$394.1BFirm assets
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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
6 years in the industry.
- Robert W. Baird & Co. IncorporatedApr 2020 to now
- Hilliard Lyons Trust CompanyApr 2020 to Apr 2020
- PNC Wealth ManagementDec 2014 to Apr 2020
Designations
- CFA
Exams passed
- Series 65 · Uniform Investment Adviser Law1996
- Series 63 · Uniform Securities Agent State Law2014
State registrations
Registered as an investment adviser representative in 1 state (KY).
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
- 2827198
- Firm CRD
- 8158