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Robert Stan Nelson

Robert W. Baird & Co. Incorporated

Milwaukee, WI

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Current Employers
Robert W. Baird & Co. Incorporated

777 E. Wisconsin Avenue, Milwaukee, WI 53202-5391 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2024-06-28
TX RA APPROVED_RES 2024-06-27
WI RA APPROVED 2023-09-26
  • FL RA
    APPROVED
    Since 2024-06-28
  • TX RA
    APPROVED_RES
    Since 2024-06-27
  • WI RA
    APPROVED
    Since 2023-09-26

Branch Locations

777 E. Wisconsin Avenue, Milwaukee, WI 53202 • UNITED STATES

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Morgan Stanley Smith Barney Llc Milwaukee WI 06/2009 09/2023
Morgan Stanley Private Bank, National Association New York NY 01/2015 09/2023
Baird Milwaukee WI 09/2023 Present
Morgan Stanley Private Bank, N.A New York NY 07/2020 Present
  • 06/2009 → 09/2023
    Morgan Stanley Smith Barney Llc
    Milwaukee, WI
  • 01/2015 → 09/2023
    Morgan Stanley Private Bank, National Association
    New York, NY
  • 09/2023 → Present
    Baird
    Milwaukee, WI
  • 07/2020 → Present
    Morgan Stanley Private Bank, N.A
    New York, NY
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1997-06-12
S63 Uniform Securities Agent State Law Examination 1997-06-03
  • S65 Uniform Investment Adviser Law Examination
    1997-06-12
  • S63 Uniform Securities Agent State Law Examination
    1997-06-03

View on SEC IAPD

Other Firms

BAIRD VENTURE PARTNERS MANAGEMENT COMPANY V, LLC
BAIRD VENTURE PARTNERS MANAGEMENT COMPANY III, LLC
BAIRD CAPITAL MANAGEMENT COMPANY, LLC
NATIONAL INVESTMENT SERVICES OF AMERICA, LLC
BAIRD PRINCIPAL GROUP MANAGEMENT COMPANY, LLC
BAIRD PRINCIPAL GROUP MANAGEMENT COMPANY I, LLC
BAIRD VENTURE PARTNERS MANAGEMENT COMPANY IV, LLC
BAIRD PRINCIPAL GROUP MANAGEMENT COMPANY II, LLC

Other Investors

GREGORY BERNARD GREENHOUSE
GREGORY S PINSKY
SCOTT JOHN HANSON
MICHAEL JOSEPH GLAISNER
ADAM JOSEPH KAPUSTA
PAMELA CAIN-HENRY
LAURA MARIE HEBERT
DANIEL JOSEPH RENOUARD

Other Offices

BAIRD VENTURE PARTNERS MANAGEMENT COMPANY V, LLC · MILWAUKEE, WI
BAIRD VENTURE PARTNERS MANAGEMENT COMPANY III, LLC · MILWAUKEE, WI
BAIRD CAPITAL MANAGEMENT COMPANY, LLC · MILWAUKEE, WI
NATIONAL INVESTMENT SERVICES OF AMERICA, LLC · MILWAUKEE, WI
BAIRD PRINCIPAL GROUP MANAGEMENT COMPANY, LLC · MILWAUKEE, WI
BAIRD PRINCIPAL GROUP MANAGEMENT COMPANY I, LLC · MILWAUKEE, WI
BAIRD VENTURE PARTNERS MANAGEMENT COMPANY IV, LLC · MILWAUKEE, WI
BAIRD PRINCIPAL GROUP MANAGEMENT COMPANY II, LLC · MILWAUKEE, WI

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