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Baird Strategas
NEW YORK, NY
CRD: 149326
In PWD coverage since August 19, 2026 · 1 story
Regulatory AUMSEC Form ADV · Sep 25
50EmployeesForm ADV
-34Talent net · 12 months3 in · 37 out
Regulatory AUM · Aug 21 – Sep 25
Talent flow · 12 monthsOn the wire →
Net -34 · 3 arrivals · 37 departures
Arrivals
Advisor
Sep 30
Advisor
Sep 29
Advisor
Sep 28
Departures
Advisor
Sep 22 · destination pending
Advisor
Sep 22 · destination pending
Advisor
Sep 22 · destination pending
Advisor
Sep 22 · destination pending
Advisor
Sep 22 · destination pending
Advisor
Sep 22 · destination pending
PWD coverage
portfolio
Fisher's $4 billion Treasury ETF swap hands advisors a duration check
The Fisher-linked flows arrived before the Treasury's surprise buyback announcement and give advisors reason to revisit duration with 30-year yields at their highest since 2007.