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Madison E Gray

Investment Adviser Representative at Robert W. Baird & Co. Incorporated

Cleveland, OHCRD #7978134Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
1 yrs
Exams Passed
3

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Madison E. Gray is an investment adviser representative with Robert W. Baird & Co. Incorporated in Cleveland, OH, where they have been registered since 2026. They have worked in the securities industry since 2025. 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 Ohio.

Office

200 Public Square Ste 1650
Cleveland, OH 44114

Advisors at this office: 31

Branch office as filed with FINRA, counting current advisors in the directory who work there.

Registrations & licenses

Registration type
Dual-registered
As of August 17, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Ohio
Broker:
1 state or territory

Ohio

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 66
Uniform Combined State Law Examination
Passed 5/18/2026
Series 7
General Securities Representative Examination
Passed 12/22/2025
SIE
Securities Industry Essentials Examination
Passed 5/22/2025

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

Robert W. Baird & Co. IncorporatedCurrent
5/19/2026 – Cleveland, OH

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. R.W. Baird
    Aug 2024 – no end date reportedCleveland, OH
  2. Cultivated Cocktails Distillery
    Aug 2022 – Aug 2024Asheville, NC
  3. Itto Ramen Bar & Tapas
    May 2022 – Aug 2022Asheville, NC
  4. Church Hill Activities & Tutoring (CHAT)
    Dec 2021 – May 2022Richmond, VA
  5. HOUSEpitality Family - Casa Del Barco Canal Walk
    Jul 2021 – May 2022Richmond, VA
  6. Espo Trust
    May 2020 – Aug 2020Coligny
  7. Camp Walt Whitman
    Jun 2019 – Aug 2019Piermont, NH
  8. Camp Poyntelle
    Jun 2018 – Aug 2018Lakewood, PA
  9. Swim Metro Management Inc
    Jun 2017 – Aug 2017Richmond, VA
  10. Elon University
    Aug 2017 – Jun 2021Elon, NC
  11. Saint Gertrude High School
    Aug 2014 – Jun 2017Richmond, VA
  12. School For Field Studies
    Aug 2019 – Dec 2019Siem Reap

Official records & sources

Data as of August 10, 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

Financial PlanningPortfolio Management for Individuals and Small BusinessesPortfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Businesses and InstitutionsPension ConsultingSelection of Other AdvisersPeriodicals and NewslettersEducational Seminars and Workshops

Client types the firm serves

IndividualsHigh Net WorthBanking or Thrift InstitutionsInvestment CompaniesPooled VehiclesPension/Profit SharingCharitable OrganizationsState/MunicipalOther Investment AdvisersInsurance CompaniesCorporationsOther

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 profile

Other advisors at Robert W. Baird & Co. Incorporated

Showing 12 of 2,592 in the directory

View Robert W. Baird & Co. Incorporated firm profile

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Madison E Gray 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.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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Madison E Gray (Robert W. Baird & Co.) - Fees & Credentials