Dylan Wyatt Shendell

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

• 09/2019 → 08/2020
  Morgan Stanley
  Gilbert, AZ
• 01/2019 → 06/2019
  Fisher Investments
  Camas, WA
• 01/2010 → 12/2018
  University Of Arizona
  Tucson, AZ
• 12/2020 → Present
  Baird
  Phoenix, AZ
• 08/2020 → 12/2020
  Unemployed
  Scottsdale, AZ

Previous Registrations

• 2020-06-23 → 2020-08-18
  Morgan Stanley
  Gilbert, AZ

Exams

• S66 Uniform Combined State Law Examination
  2020-06-19