Zachary T Bross
Investment adviser representative at Robert W. Baird & Co. Incorporated
13 yearsExperience
3 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
13 years in the industry.
- Robert W. Baird & Co. IncorporatedMay 2024 to now
- UBS Financial Services Inc.Jan 2022 to Apr 2024
- Morgan StanleyMay 2021 to Aug 2021
- Rli Insurance CompanyJun 2020 to Aug 2020
- Saint Joseph's UniversityAug 2019 to Dec 2021
- PrimericaJun 2019 to Dec 2019
- Pennsylvania Interscholastic Athletic AssociationMay 2019 to May 2021
- Franklin & Marshall CollegeAug 2017 to May 2019
- Parks and Recreation for City of AllentownMay 2017 to Aug 2019
- Parkland High SchoolAug 2013 to Jun 2017
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 3 states (FL, 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
- 7363913
- Firm CRD
- 8158