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Jeremy A Duksin

Robert W. Baird & Co. Incorporated

New York, NY

CRD 4931929

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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:

Current Employers
Robert W. Baird & Co. Incorporated

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

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2023-02-22
NY RA APPROVED 2023-02-21
  • NJ RA
    APPROVED
    Since 2023-02-22
  • NY RA
    APPROVED
    Since 2023-02-21

Branch Locations

1155 Avenue Of The Americas 16Th Floor, New York, NY 10036 • 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
Credit Suisse Securities (Usa) Llc New York NY 07/2010 02/2023
Rw Baird New York NY 02/2023 Present
  • 07/2010 → 02/2023
    Credit Suisse Securities (Usa) Llc
    New York, NY
  • 02/2023 → Present
    Rw Baird
    New York, NY
Previous Registrations
  • 2010-07-20 → 2023-03-01
    Credit Suisse Securities (Usa) Llc
    New York, NY
    New York, NY
  • 2006-09-04 → 2008-10-15
    Lehman Brothers Inc.
    New York, NY
    New York, NY
    New York, NY
Other Businesses

Rental property; not investment-related; New York, NY 10003; landlord; Start Date: 02/2021; Hours per Month: 0

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2006-09-01
S63 Uniform Securities Agent State Law Examination 2005-10-03
  • S65 Uniform Investment Adviser Law Examination
    2006-09-01
  • S63 Uniform Securities Agent State Law Examination
    2005-10-03

View on SEC IAPD

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