Madison E Gray

Financial advisor at Robert W. Baird & Co. Incorporated · Cleveland, OH

Last updated 2026-10-10

Madison E Gray is a financial advisor at Robert W. Baird & Co. Incorporated in Cleveland, OH, CRD 7978134. Licenses and exams on the registration: Series 66. IAPD registration began 2026-05-19.

Registration

CRD number: 7978134
Registration status: Active
IAPD registration: 2026-05-19
Industry Experience: 0 years
Work Experience: 12 years
States registered: OH

Licenses and exams

Series 66

Work history

2024-08 to Present · R.W. Baird · Cleveland, OH
2022-08 to 2024-08 · Cultivated Cocktails Distillery · Asheville, NC
2022-05 to 2022-08 · Itto Ramen Bar & Tapas · Asheville, NC
2021-12 to 2022-05 · Church Hill Activities & Tutoring (chat) · Richmond, VA
2021-07 to 2022-05 · Housepitality Family - Casa del Barco Canal Walk · Richmond, VA
2020-05 to 2020-08 · Espo Trust · Coligny
2019-06 to 2019-08 · Camp Walt Whitman · Piermont, NH
2018-06 to 2018-08 · Camp Poyntelle · Lakewood, PA
2017-06 to 2017-08 · Swim Metro Management Inc · Richmond, VA
2017-08 to 2021-06 · Elon University · Elon, NC
2014-08 to 2017-06 · Saint Gertrude High School · Richmond, VA
2019-08 to 2019-12 · School for Field Studies · Siem Reap

Current employment

Robert W. Baird & Co. Incorporated · Milwaukee, WI

SEC IAPD record for Madison E Gray

Robert W. Baird & Co. Incorporated

Regulatory AUM: $394,068,801,480
Registered advisors: 2,633
Offices: 683
Clients per advisor: 91.7 (Moderate)
Average AUM per client: $1.6M (Low)
High-net-worth client ratio: 34.1% (Moderate)

Robert W. Baird & Co. Incorporated: advisors, services and reported ETF investments

About

Madison E Gray is a financial advisor at Robert W. Baird & Co. Incorporated in Cleveland, OH. Reported securities licenses include Series 66. The latest record indicates less than 1 year of industry experience and 12 years of reported work history.

Robert W. Baird & Co. Incorporated's firm-level Form ADV reports 2,633 advisors across 683 offices; approximately 91.7 clients per advisor, average assets per client of $1,632,708, and regulatory AUM of $394.1B; client categories including Individuals (non-HNW), High net worth individuals, Banking or thrift institutions, Investment companies, Pooled investment vehicles, and Pension and profit-sharing plans; services including Financial Planning Services, Portfolio Management: Individuals and Small Businesses, Portfolio Management: Investment Companies, Portfolio Management: Pooled Investment Vehicles, and Portfolio Management: Businesses or Institutional Clients.

What this firm offers

Filed by Robert W. Baird & Co. Incorporated on Form ADV.

Client services

Financial Planning Services
Individuals and Small Businesses
Investment Companies
Pooled Investment Vehicles
Businesses or Institutional Clients
Pension Consulting Services
Selection of Other Advisers
Publication of Periodicals or Newsletters
Educational Seminars or Workshops
Other Advisory Service

Fee options

Percentage of Assets Under Management
Hourly Charges
Fixed Fees (Other Than Subscription)
Commissions
Performance-Based Fees
Other

Business and affiliations

Broker-Dealer (Registered or Unregistered)
Commodity Pool Operator or Trading Advisor
Registered Municipal Advisor
Engaged in Other Business
Sells Non-Advisory Products or Services
Broker-Dealer or Municipal Securities Dea
Other Investment Adviser (Incl. Financial
Commodity Pool Operator or CTA
Trust Company
Insurance Company or Agency
Real Estate Broker or Dealer
Sponsor or GP of Pooled Investment Vehicl
Adviser to Any Private Fund

Location

200 Public Square Ste 1650, Cleveland, OH 44114

44 advisors at this office.

Robert W. Baird & office in Cleveland, OH

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Contact

The firm's filed contact details.

Official record

View the official SEC IAPD record

Are you Madison E Gray?

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