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Michael John Petros

Robert W. Baird & Co. Incorporated

Atlanta North Point, GA

CRD 1664152

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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
FL RA APPROVED 2018-08-15
TX RA APPROVED_RES 2017-10-05
GA RA APPROVED 2003-04-11
  • FL RA
    APPROVED
    Since 2018-08-15
  • TX RA
    APPROVED_RES
    Since 2017-10-05
  • GA RA
    APPROVED
    Since 2003-04-11

Branch Locations

555 N Point Centre E Ste 500, Atlanta North Point, GA 30022 • 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
Robert W Baird Alpharetta GA 04/2001 Present
  • 04/2001 → Present
    Robert W Baird
    Alpharetta, GA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1994-09-02
S63 Uniform Securities Agent State Law Examination 1987-06-09
  • S65 Uniform Investment Adviser Law Examination
    1994-09-02
  • S63 Uniform Securities Agent State Law Examination
    1987-06-09
Other Names
  • Mike Petros

View on SEC IAPD

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