Robert S Choy

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

• 08/2016 → 10/2018
  Ef Legacy Securities, Llc
  Henrico, VA
• 08/2016 → 11/2018
  Edelman Financial Services, Llc
  Fairfax, VA
• 11/2018 → 08/2025
  Financial Engines Advisors L.L.C.
  Sunnyvale, CA
• 08/2025 → Present
  Robert W Baird
  Santa Clara, CA

Previous Registrations

• 2018-11-01 → 2025-09-26
  Edelman Financial Engines
  Santa Clara, CA
  Santa Clara, CA
• 2016-08-08 → 2018-11-01
  Edelman Financial Services, Llc
  Santa Clara, CA
  Fairfax, VA
  Santa Clara, CA
• 2007-08-17 → 2016-08-01
  Strategic Advisers Llc
  Campbell, CA
• 2005-02-18 → 2007-05-18
  Citigroup Global Markets Inc.
  Honolulu, HI
  Honolulu, HI
• 2001-03-27 → 2005-02-22
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Honolulu, HI

Exams

• S63 Uniform Securities Agent State Law Examination
  2026-02-24
• S66 Uniform Combined State Law Examination
  2001-01-29

Designations

• Certified Financial Planner