Invested Better
Unclaimed

Unclaimed

Unclaimed

Ryan W Cox

Robert W. Baird & Co. Inc.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Ryan? Claim Your Profile

About Ryan W Cox

Ryan W. Cox is an investment advisor representative with Robert W. Baird & Co. Inc. and has been in the industry since October 4, 2000. Ryan W. Cox is registered with the state of Ohio, Florida and Texas. Ryan W. Cox previously worked at CITIGROUP GLOBAL MARKETS INC., LEGG MASON WOOD WALKER, INCORPORATED and PRUDENTIAL SECURITIES INCORPORATED.

Firm Information

Ryan Cox 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.

check

financial planning services

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

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

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

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

check

portfolio management for investment companies

Strategic management for diversified investment portfolios.

check

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.

check

fixed fees

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

check

commissions

Earned based on transactions or products sold.

check

percentage of assets

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

check

performance-based fees

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

check

other

Hard dollar payments for research

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Ryan Cox’s Registration & Firm History

OH

03/27/2017 - Present

Robert W. Baird & Co. Inc. (CLEVELAND OH)

OH

02/21/2006 - 05/12/2008

CITIGROUP GLOBAL MARKETS INC. (CLEVELAND OH)

MD

08/06/2001 - 02/21/2006

LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)

NY

10/04/2000 - 08/07/2001

PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)

Not sure if Ryan W Cox is right for you?

Licenses & Designations

IA

Issued 11/07/2000

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/19/2000

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/23/2006

Series 31 - Futures Managed Funds Examination

BC

Issued 10/03/2000

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 Ryan W Cox.
Not sure if Ryan W Cox is right for you?