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Adam Persily

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Type: SEC and FINRA Registered

Adam Persily is a financial professional at Robert W. Baird & Co. Incorporated, a broker-dealer with over 2,400 registered representatives nationwide. Adam has held an industry securities registration for 11 years and is subject to SEC and FINRA oversight.

Funds Used With Clients

No advisor funds listed.

Advisor Timeline

No timeline events available.
Robert W. Baird & Co. 6 years, 9 months Jan 2009 - Present
Morgan Stanley & Co., Incorporated 1 year Jan 2008 - Jan 2009
Wachovia Securities, LLC 4 years, 7 months Jun 2003 - Jan 2008
ExamSeriesPassed Date
Uniform Investment Adviser Law ExaminationSeries 65 10/24/1996
Uniform Securities Agent State Law ExaminationSeries 63 04/01/1991

Answers and Articles

0 Answers and 0 Financial Articles

Top Answers

Adam Persily has not answered any questions on Financial Q&A.

Top Articles

Adam Persily has not contributed any Financial Articles.
*Answers and articles are provided without compensation.

Firm Client Types

Corporations or Other Businesses
High Net Worth Individuals
Other Investment Advisors
State or Municipal Government Entities
Investment Companies
Charitable Organizations
Pension and Profit Sharing Plans
Banking or Thrift Institutions
Insurance Companies

*The Client Types data displayed is firm level data as reported on the SEC ADV filing.

Licenses and Conduct

License Status

No Disclosures Found

No Disclosures Found

As of Date
*This advisor may not be SEC registered. The SEC maintains the database for state registered advisors as well as SEC registered advisors.
*A single dispute is often reported by both the SEC and FINRA and therefore will be reported as both an SEC dispute and FINRA dispute in this section.
*BrightScope is not endorsed by or affiliated with FINRA.

Firm Compensation Arrangements

Types of Compensation Arrangements

  • Percentage of Assets
  • Hourly Charges
  • Fixed Fees
  • Commissions
  • Performance-based Fees