Thomas Salisbury Edwards

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

• 01/2015 → Present
  Hefren-Tillotson, Inc.
  Pittsburgh, PA
• 10/2022 → Present
  Robert W. Baird & Co. Incorporated
  Butler, PA

Previous Registrations

• 2015-03-16 → 2022-10-21
  Hefren-Tillotson, Inc.
  Wexford, PA
  Butler, PA
  Wexford, PA
  Butler, PA

Other Businesses

1-1) The Grand Lodge of PA 2) Yes, investment related 3) 33 N. Broad St. Philadelphia, PA 19107 4) Fraternal Organization 5) Volunteer 6) Trustee of the Consolidated Fund 7) Start 12/27/2021 8) Quarterly meetings 9) 0 hrs. 10) Trustees will assist with the development of the long-term investment policy, but will delegate the construction of the investment portfolio, including tactical asset allocation shifts and retention of investment managers, to its Dedicated Investment Office

Exams

• S66 Uniform Combined State Law Examination
  2015-03-16