Brett Anthony White

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

Authority	Category	Status	Date
FL	RA	APPROVED	2024-07-12
TX	RA	APPROVED	2024-07-11
PA	RA	APPROVED	2022-11-28

FL RA
APPROVED

Since 2024-07-12
TX RA
APPROVED

Since 2024-07-11
PA RA
APPROVED

Since 2022-11-28

Branch Locations

Export, PA • United States

12570 Perry Highway Suite 100, Pittsburgh - Wexford, PA 15090 • 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

Organization	City	State	From	To
Hefren-Tillotson, Inc.	Pittsburgh	PA	06/2019	Present
Allegheny College	Meadville	PA	06/2015	06/2019
Coldwell Banker Realty Services	Murrysville	PA	08/2018	Present
Robert W. Baird & Co. Incorporated	Pittsburgh	PA	10/2022	Present

06/2019 → Present

Hefren-Tillotson, Inc.

Pittsburgh, PA
06/2015 → 06/2019

Allegheny College

Meadville, PA
08/2018 → Present

Coldwell Banker Realty Services

Murrysville, PA
10/2022 → Present

Robert W. Baird & Co. Incorporated

Pittsburgh, PA

Other Businesses

1) Coldwell Banker Realty Services 2) Not investment related 3) 3865 Reed Blvd. Murrysville, PA 15668 4) Real Estate 5) Employee 6) Real Estate Agent 7) August 1, 2018 8) Evenings and weekends 5 hours a week 9) 0 hours worked during trading hours 10) Buy/sell Real Estate for clients Name/Address: Real Property 7428 Ringertown Road Export PA 15632 Start Date: 1/1/21 Hours Spent: 0-1 hours/month Hours Spent During Trading: Zero

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2022-10-14

S66 Uniform Combined State Law Examination

2022-10-14

View on SEC IAPD