Michael John Prioletti

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

• 07/1991 → Present
  Robert W. Baird & Co. Incorporated
  Naples, FL

Other Businesses

NAME & ADDRESS: Collier County Housing Finance Authority 2399 Tamiami Trail East Naples , FL 34112 NATURE OF ENTITY: The five member authority was created on July 29, 1980 as a governmental body authorized to issue tax exempt bonds. A majority of the members must be knowledgeable in one of the following fields: labor, finance or commerce. Terms are four years. RESPONSIBILITIES IN ROLE: The Housing Finance Authority meets on an as-needed basis as a governmental body to discuss and potentially authorize issuance of tax exempt housing bonds. HOURS DEVOTED: 9 hours/year Name/Address: Rotary Club of Bonita Naples 9144 Bonita Beach Rd SE Bonita Springs FL 34135 Start Date: 4/1/23 Hours Spent: 0-1 hours/month Hours Spent During Trading: 0-1 hours/month Role/Responsibility: Board Member; Club Member; Signing Authority Non Investment Related

Exams

• S63 Uniform Securities Agent State Law Examination
  1991-09-24

Other Names

• Mike Prioletti