Brandon Nicholas Berdecia
Investment adviser representative at Robert W. Baird & Co. Incorporated
10 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
10 years in the industry.
- Robert W. Baird & Co. IncorporatedDec 2023 to now
- UnemployedNov 2023 to Nov 2023
- Crowdstreet Capital, LLCJan 2022 to Oct 2023
- Southampton Animal Shelter FoundationJul 2021 to Feb 2022
- Southampton Animal Shelter FoundationFeb 2021 to Jun 2021
- Charles Schwab & Co., Inc.Oct 2018 to Mar 2021
- Charles Schwab BankOct 2018 to Mar 2021
- Bnb BankApr 2018 to Sep 2018
- C & J Clark AmericaDec 2017 to May 2018
- Franklin University SwitzerlandSep 2017 to Dec 2017
- Arner BankJun 2017 to Sep 2017
- Franklin University SwitzerlandJan 2017 to Jun 2017
- Pandora JewelryMay 2016 to Jan 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2019
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (AK).
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
- 7030067
- Firm CRD
- 8158