Benjamin Adam Morgret

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

• 08/2015 → 05/2019
  Saint Francis University
  Loretto, PA
• 08/2018 → 04/2019
  Saint Francis University
  Loretto, PA
• 05/2018 → 06/2018
  Executive Wealth Counselors
  Pittsburgh, PA
• 07/2019 → 12/2025
  Federated Securities Corp
  Pittsburgh, PA
• 07/2019 → 12/2025
  Federated Hermes, Inc.
  Pittsburgh, PA
• 09/2019 → 12/2025
  Federated Investment Counseling
  Pittsburgh, PA
• 09/2019 → 12/2025
  Mdt Advisers, A Division Of Federated Mdta Llc
  Boston, MA
• 09/2019 → 12/2025
  Federated Global Investment Management Company
  New York, NY
• 01/2026 → Present
  Robert W. Baird & Co. Incorporated
  Canonsburg, PA

Previous Registrations

• 2019-09-16 → 2026-01-23
  Federated Securities Corp.
  Pittsburgh, PA
  Sarver, PA
• 2019-09-16 → 2026-01-23
  Federated Investment Counseling
  Pittsburgh, PA
  Sarver, PA
• 2019-10-31 → 2026-01-23
  Federated Global Investment Management Corp.
  Sarver, PA
  New York, NY
  Pittsburgh, PA
• 2019-09-23 → 2026-01-23
  Mdt Advisers, A Division Of Federated Mdta Llc
  Sarver, PA
  Boston, MA
  Pittsburgh, PA

Other Businesses

FROM 3/2025 TO PRESENT, PARTNER / REGISTERED AGENT AT MORGRET REAL ESTATE LLC, 99 RAMBLER DRIVE, SARVER, PA 16055. ACTIVITY IS NOT PERFORMED DURING TRADING HOURS AND IS NOT INVESTMENT RELATED. TIME SPENT IS APPROXIMATELY 10 TO 15 HOURS PER MONTH.

Exams

• S66 Uniform Combined State Law Examination
  2019-09-13