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Brian Scott Doyal

Robert W. Baird & Co. Inc.

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About Brian Scott Doyal

Brian Scott Doyal is a financial professional with over 30 years of experience in the industry. Brian is currently a Registered Representative at Robert W. Baird & Co. Inc., where he has been employed since 2004. Brian is a licensed Series 7, Series 24, Series 63 and Series 79TO registered representative. Brian previously worked at CREDIT SUISSE FIRST BOSTON LLC and DONALDSON, LUFKIN & JENRETTE SECURITIES CORPORATION. Brian holds a Series 63 license from the state of Illinois and is registered with the state of Florida, Illinois and Vermont.

Firm Information

Brian Doyal is currently registered with Robert W. Baird & Co. Inc.. Robert W. Baird & Co. Inc. is a corporation formed on December 29, 1919, and headquartered in Milwaukee, WI. The firm offers a comprehensive range of financial services, including investment banking, asset management, wealth management, and private equity. Baird serves a diverse client base, including individuals, families, corporations, institutions, and governments. The firm has over 3,000 employees and is registered with the SEC and all 50 states.
Robert W. Baird & Co. Inc.

777 E. WISCONSIN AVENUE

MILWAUKEE, WI 53202-5391

$287.51B

Assets Under Management

11,103

Total Clients

2,915

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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see schedule d

See schedule d

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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commissions

Earned based on transactions or products sold.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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other

Hard dollar payments for research

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Brian Doyal’s Registration & Firm History

IL

07/06/2004 - Present

Robert W. Baird & Co. Inc. (CHICAGO IL)

NY

10/11/1992 - 04/14/2004

CREDIT SUISSE FIRST BOSTON LLC (NEW YORK NY)

NJ

11/03/2000 - 09/20/2002

DONALDSON, LUFKIN & JENRETTE SECURITIES CORPORATION (JERSEY CITY NJ)

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Licenses & Designations

BC

Issued 05/16/2008

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 02/15/1995

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 79TO - Investment Banking Registered Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/16/1992

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

NYSE American LLC

N

Nasdaq Stock Market

N

New York Stock Exchange

Disclosures

There are no public disclosures for Brian Scott Doyal.
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