David Perez, financial advisor Portland OR
93 score

David Perez

CRD Number: 1039895
Current Firm: Robert W. Baird & Company Incorporated

David Perez (CRD# 1039895) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Portland, OR and has over 34 years of experience in the finance industry.

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Company Name Location Dates Years
Robert W. Baird & Company Inc. Portland, OR Apr 2010 - Current 6
Morgan Stanley Smith Barney Portland, OR Jun 2009 - Apr 2010 < 1
Citigroup Global Markets Inc. Portland, OR Jul 1993 - Jun 2009 15
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 1982
S65 NASAA Investment Advisors Law Examination Oct 1991
Contact Info for David J. Perez
Phone Number: 414-765-3500
Registered State(s):
  • CA
  • OR
By the Numbers
  • Total Assets Under Management
    83,910
    MILLIONS
  • Total Number of Accounts
    90,406
    ACCOUNTS
  • Average Account Value
    $928,144
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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