Joseph Gerard Verdi

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

• 04/2009 → Present
  Robert W. Baird & Co. Incorporated
  Davenport, IA

Previous Registrations

• 2007-04-02 → 2009-04-07
  Morgan Stanley & Co. Llc
  Moline, IL
• 2004-10-29 → 2007-04-02
  Morgan Stanley Dw Inc.
  Moline, IL
  Moline, IL
• 1999-01-01 → 2004-11-12
  Citigroup Global Markets Inc.
  Davenport, IA

Exams

• S63 Uniform Securities Agent State Law Examination
  1994-08-19
• S65 Uniform Investment Adviser Law Examination
  1994-08-19