Madison E Gray
Investment adviser representative at Robert W. Baird & Co. Incorporated
12 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
12 years in the industry.
- Robert W. Baird & Co. IncorporatedMay 2026 to now
- R.W. BairdAug 2024 to now
- Cultivated Cocktails DistilleryAug 2022 to Aug 2024
- Itto Ramen Bar & TapasMay 2022 to Aug 2022
- Church Hill Activities & Tutoring (chat)Dec 2021 to May 2022
- Housepitality Family - Casa Del Barco Canal WalkJul 2021 to May 2022
- Espo TrustMay 2020 to Aug 2020
- School for Field StudiesAug 2019 to Dec 2019
- Camp Walt WhitmanJun 2019 to Aug 2019
- Camp PoyntelleJun 2018 to Aug 2018
- Elon UniversityAug 2017 to Jun 2021
- Swim Metro Management IncJun 2017 to Aug 2017
- Saint Gertrude High SchoolAug 2014 to Jun 2017
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (OH).
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
- 7978134
- Firm CRD
- 8158