Anthony Walter Mazelon

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

• 12/2001 → Present
  J.J.B. Hilliard, W.L. Lyons, Inc.
  Charelston, WV
• 10/2019 → Present
  Robert W. Baird & Co. Incorporated
  Charleston, WV

Previous Registrations

• 2002-03-20 → 2019-10-18
  J.J.B. Hilliard, W.L. Lyons, Llc
  Lewisburg, WV
  Charleston, WV
  Charelston, WV

Exams

• S66 Uniform Combined State Law Examination
  2002-03-02

Other Names

• Tony Mazelon