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Melanie Ann Harless

Robert W. Baird & Co. Incorporated

Steubenville, OH

CRD 1628461

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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

AuthorityCategoryStatusDate
OH RA APPROVED 2019-10-18
  • OH RA
    APPROVED
    Since 2019-10-18

Branch Locations

200 Stanton Blvd Suite 40, Steubenville, OH 43952 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Hilliard Lyons Steubenville OH 12/1986 Present
J.J.B. Hilliard, W.L. Lyons, Inc. Steubenville OH 01/1987 Present
Robert W. Baird & Co. Incorporated Steubenville OH 10/2019 Present
  • 12/1986 → Present
    Hilliard Lyons
    Steubenville, OH
  • 01/1987 → Present
    J.J.B. Hilliard, W.L. Lyons, Inc.
    Steubenville, OH
  • 10/2019 → Present
    Robert W. Baird & Co. Incorporated
    Steubenville, OH
Previous Registrations
  • 2016-10-13 → 2019-10-18
    J.J.B. Hilliard, W.L. Lyons, Llc
    Steubenville, OH
    Steubenville, OH
    Steubenville, OH
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1994-07-15
  • S63 Uniform Securities Agent State Law Examination
    1994-07-15

View on SEC IAPD

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Nearby Investors

JOHN WILLIAM CUCARESE
CRAIG W PETRELLA
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Nearby Offices

EAGLE STRATEGIES LLC · STEUBENVILLE, OH
LPL FINANCIAL LLC · STEUBENVILLE, OH
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