Elena K Leahy
Investment adviser representative at Robert W. Baird & Co. Incorporated
12 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
12 years in the industry.
- Robert W. Baird & Co. IncorporatedDec 2025 to now
- R.W. BairdOct 2025 to now
- Uncle Bill's Pancake HouseJun 2025 to Sep 2025
- Osteria MozzaNov 2024 to Dec 2024
- Chilton Trust Company N.A.Jun 2024 to Aug 2024
- Georgetown UniversityAug 2021 to May 2025
- Summer SaltJun 2021 to Jun 2022
- Wexford Leas Swim ClubJun 2018 to Aug 2022
- Camden Catholic High SchoolSep 2017 to Jun 2021
- Wexford Leas Swim ClubJun 2017 to Aug 2017
- Christ the King Regional SchoolSep 2014 to Jun 2017
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 3 states (NJ, PA, WI).
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
- 8173229
- Firm CRD
- 8158