Ryan Bagarella

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

• 08/2012 → 12/2016
  Purdue University
  West Lafayette, IN
• 06/2014 → 12/2016
  Pappy's Sweet Shop
  West Lafayette, IN
• 04/2017 → 08/2024
  Merrill Lynch Pierce Fenner & Smith
  Rolling Meadows, IL
• 12/2016 → 04/2017
  Unemployed
  Wheeling, IL
• 09/2024 → Present
  Baird
  Milwaukee, WI

Previous Registrations

• 2017-08-23 → 2024-08-09
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Chicago, IL
  Chicago, IL
  Chicago, IL
  Jacksonville, FL
  Lake Forest, IL
  Northbrook, IL

Exams

• S66 Uniform Combined State Law Examination
  2017-08-22