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Amanda Mccue Taylor

Investment adviser representative at Robert W. Baird & Co. Incorporated
19 yearsExperience
1 stateRegistered in
$394.1BFirm assets
55 yearsFirm in business

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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

19 years in the industry.

  1. Robert W. Baird & Co. IncorporatedOct 2022 to now
  2. Hefren-tillotsonMar 2021 to now
  3. UnemployedApr 2019 to Feb 2021
  4. Hefren-tillotson, Inc.Jun 2007 to Mar 2019

Exams passed

  • Series 66 · Uniform Combined State Law2008

State registrations

Registered as an investment adviser representative in 1 state (PA).

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
4448244
Firm CRD
8158
Advisor's SEC record (opens in a new tab)
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