Donald John Cussen

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

• 03/2008 → 11/2024
  Rbc Capital Markets, Llc
  Florham Park, NJ
• 08/2018 → 11/2024
  City National Bank
  Florham Park, NJ
• 12/2024 → Present
  Baird
  Florham Park, NJ

Previous Registrations

• 2002-06-21 → 2024-12-12
  Rbc Capital Markets, Llc
  Florham Park, NJ
  Florham Park, NJ
  Naples, FL
  Essex Fells, NJ

Other Businesses

Name/Address: Leaders Financial Company 21 Commerce Drive suite 101 Cranford NJ 07016 Start Date: 1/1/08 Hours Spent: 0-2 hours/month Hours Spent During Trading: 0-1 hours/month Role/Responsibility: Passive Investor Non Investment Related (2) VOLUNTEER LAWYERS FOR JUSTICE; ADDRESS: PO BOX 32040 NEWARK, NJ 07102; BUSINESS DESCRIPTION: NOT FOR PROFIT; NOT INVESTMENT RELATED; START DATE: 07/01/2016; CAPACITY: DIRECTOR; DUTIES: GUIDE ORGANIZATION IN FULFILLING ITS MISSION; HOURS DEVOTED PER WEEK: .25; HOURS DEVOTED DURING SECURITIES HOURS PER WEEK: 0

Exams

• S63 Uniform Securities Agent State Law Examination
  1996-12-27
• S65 Uniform Investment Adviser Law Examination
  1996-12-27

Other Names

• Donald Cussen