Shayla Faye Boyland

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

• 12/2009 → Present
  Robert W. Baird
  Madison, WI

Previous Registrations

• 2009-06-01 → 2009-12-18
  Morgan Stanley
  Madison, WI
• 1998-05-06 → 2009-06-01
  Citigroup Global Markets Inc.
  Madison, WI
  Madison, WI

Other Businesses

Name: Madison Eastside Lacrosse Association; Not investment-related; Address: 531 Summit Rd, Madison, WI 53704; Nature: Non-profit; Role: Treasurer; Start Date: 1/20/2018; Appx hrs: 5-10 hours per month; Hrs during trading: 0; Duties: I will be the treasurer of a lacrosse club. Responsibilities are keeping the budget for HS boys, HS girls and youth teams. Managing funds coming in from registration and fundraising and paying fees to the Wisconsin Lacrosse Federation, paying coaches, paying refs, paying for field space and purchasing supplies for practices and games

Exams

• S63 Uniform Securities Agent State Law Examination
  1999-10-21

Other Names

• Shayla F Boyland