Steven Vincent Fischetti

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

• 06/2009 → 01/2017
  Morgan Stanley
  Upper St. Clair, PA
• 01/2015 → 01/2017
  Morgan Stanley Private Bank, N.A.
  New York, NY
• 01/2017 → 08/2020
  Morgan Stanley
  Upper St. Clair, PA
• 01/2017 → 08/2020
  Morgan Stanley Private Bank, N.A.
  New York, NY
• 08/2020 → Present
  Robert W Baird
  Pittsburgh, PA

Previous Registrations

• 2013-07-30 → 2020-08-11
  Morgan Stanley
  Upper St. Clair, PA

Other Businesses

1.POWERLOOM CORPORATION; BOARD MEMBER; NO; GATEWAY CENTER STE 425 PITTSBURGH, PA 15222; SOFTWARE DEVELOPMENT; DIRECTOR; 0,0 Name/Address: George Benson Scholarship Fund 4305 Brownsville Rd Pittsburg PA 15236 Start Date: 11/1/09 Hours Spent: 0-2 hours/month Hours Spent During Trading: Zero Role/Responsibility: Board President, check signing authority Non Investment Related Name/Address: Fischetti Development Corporation 122 East Club Dr Pittsburg PA 15236 Start Date: 1/1/2010 Hours Spent: 0-2 hours/month Hours Spent During Trading: Zero Role/Responsibility: LLC Owner/Member for rental property purchases Non Investment Related Name/Address: South Hills Country Club 4305 Brownsville Road Pittsburgh PA 15236 Start Date: 1/30/25 Hours Spent: 0-2 hours/month Hours Spent During Trading: 0-1 hours/month Role/Responsibility: Board Member; Access to funds Non Investment Related

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-02-13
• S63 Uniform Securities Agent State Law Examination
  1983-06-10