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William Rice Scott

Investment adviser representative at Robert W. Baird & Co. Incorporated
10 yearsExperience
7 statesRegistered 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.

  1. Robert W. Baird & Co. IncorporatedOct 2022 to now
  2. Hefren TillotsonMay 2019 to now
  3. StudentAug 2017 to May 2019
  4. Home DepotDec 2016 to Apr 2017
  5. Scott's Lawn Co.Apr 2016 to Aug 2018
  6. Butler County Community CollegeJan 2016 to May 2017

Exams passed

  • Series 66 · Uniform Combined State Law2019

State registrations

Registered as an investment adviser representative in 7 states (AZ, FL, NJ, NY, OH, PA, TX).

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
7124736
Firm CRD
8158
Advisor's SEC record (opens in a new tab)
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