Benjamin Adam Morgret
Investment Adviser Representative at Robert W. Baird & Co. Incorporated
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Benjamin Adam Morgret is an investment adviser representative with Robert W. Baird & Co. Incorporated in Pittsburgh - South Hills, PA, where they have been registered since 2026. They have worked in the securities industry since 2019 and have been registered with 5 firms, including Federated Global Investment Management Corp. and MDT Advisers, A Division of Federated MDTA LLC. They have passed 3 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent) and Series 7 (general securities representative). They are registered to provide investment advice in Pennsylvania.
Office
Advisors at this office: 29
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Pennsylvania
- Broker:
9 states and territories
Delaware, District of Columbia, Maryland, New Jersey, North Carolina, Ohio, Pennsylvania, Virginia, West Virginia
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Saint Francis UniversityAug 2015 – May 2019Loretto, PA
- Saint Francis UniversityAug 2018 – Apr 2019Loretto, PA
- Executive Wealth CounselorsMay 2018 – Jun 2018Pittsburgh, PA
- Federated Securities CorpJul 2019 – Dec 2025Pittsburgh, PA
- Federated Hermes, Inc.Jul 2019 – Dec 2025Pittsburgh, PA
- Federated Investment CounselingSep 2019 – Dec 2025Pittsburgh, PA
- MDT Advisers, A Division of Federated MDTA LLCSep 2019 – Dec 2025Boston, MA
- Federated Global Investment Management CompanySep 2019 – Dec 2025New York, NY
- Robert W. Baird & Co. IncorporatedJan 2026 – no end date reportedCanonsburg, PA
Official records & sources
Data as of June 28, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Robert W. Baird & Co. Incorporated
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Commissions
- Hourly
- Fixed fee
- Performance-based fees
- Other
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$25B+
- Firm disclosures (Form ADV)
- Disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 2,592
- Offices listed on AdvisorFinder:
- 27
- Main office:
- Milwaukee, WI
- SEC file number:
- 801-7571
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of September 1, 2026
View full firm profileOther advisors at Robert W. Baird & Co. Incorporated
Showing 12 of 2,592 in the directory
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Benjamin Adam Morgret has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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