Drew Barrett Armao

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:

Current Employers

Robert W. Baird & Co. Incorporated

777 E. Wisconsin Avenue, Milwaukee, WI 53202-5391 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED_RES	2017-03-13
AZ	RA	APPROVED	2016-04-18
CA	RA	APPROVED	2015-04-30

TX RA
APPROVED_RES

Since 2017-03-13
AZ RA
APPROVED

Since 2016-04-18
CA RA
APPROVED

Since 2015-04-30

Branch Locations

2425 E. Camelback Road Suite 530, Phoenix, AZ 85016 • United States

Dana Point, CA • United States

14648 N Scottsdale Rd Ste 175, Scottsdale, AZ 85254 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint Yes
Termination No

Employment History

Organization	City	State	From	To
Robert W Baird & Co	Phoenix	AZ	10/2002	Present

10/2002 → Present

Robert W Baird & Co

Phoenix, AZ

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2015-04-29
S63	Uniform Securities Agent State Law Examination	1986-04-18

S66 Uniform Combined State Law Examination

2015-04-29
S63 Uniform Securities Agent State Law Examination

1986-04-18

View on SEC IAPD

Employer firm

Current Employers

Robert W. Baird & Co. Incorporated

Disclosures

Employment History

Exams

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