Elizabeth Silverman Weiss

Employer firm

Robert W. Baird & Co. Incorporated CRD 8158

$394B regulatory AUM 19,985 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2009 → 11/2016
  Wells Fargo Advisors Llc
  Scottsdale, AZ
• 11/2016 → 12/2020
  Wells Fargo Clearing Services, Llc
  Scottsdale, AZ
• 12/2020 → Present
  Robert W Baird
  Scottsdale, AZ

Previous Registrations

• 2016-11-21 → 2020-12-02
  Wells Fargo Clearing Services, Llc
  Scottsdale, AZ
  Scottsdale, AZ
  Scottsdale, AZ

Other Businesses

INVU CARE NETWORK; ACACIA LIVING, INC.; NOT INVESTMENT RELATED; SCOTTSDALE,AZ; 1.25% OWNERSHIP; START DATE 03/25/2019; NUMBER OF HOURS PER MONTH 0; NUMBER OF HOURS DURING TRADING 0; NO DUTIES.

Exams

• S65 Uniform Investment Adviser Law Examination
  2018-07-03
• S63 Uniform Securities Agent State Law Examination
  2001-08-08

Other Names

• Elizabeth Hermine Silverman