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Scott Eric Kidd

Investment adviser representative at Bailard, Inc.
20 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$7.6BFirm 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 assetsFixed or flat feePerformance-based

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Seminars and workshops

Experience

20 years in the industry.

  1. Bailard, Inc.May 1998 to now
  2. Bailard Fund Services, Inc.May 1998 to Jun 2018

Designations

  • CFP® certification

Exams passed

  • Series 66 · Uniform Combined State Law1999

State registrations

Registered as an investment adviser representative in 2 states (CA, TX).

Bailard, Inc.

$7.6BAssets managed
1,137Clients
40Advisers
54 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
3278031
Firm CRD
110550
Advisor's SEC record (opens in a new tab)
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