UBS Financial Services
47yrs
Top 1% by experience in Nashville
15yrs
Malcom Liles has worked in the financial industry for 15 years and is a fiduciary financial advisor based in Nashville, Tennessee. Malcom has been with Robert W. Baird & Co. since 2018. Malcom holds the CFP® designation.
One of 1133 advisors with offices in Nashville, and one of 1029 fiduciaries.
At a glance
Experience15 years (since 2011)
How that compares ?More experience than 52% of advisors in Nashville
Office1600 West End Ave, Suite 1100, Nashville, TN 37203
How the firm is paid ?Percent of assets, Hourly, Flat fee, Commissions, Performance fee, Other
Typical client at the firm ?$713,008
Advisors at the firm2,626
States licensed ?1 state
Services through Robert W. Baird & Co.
Financial planningInvestment management for individuals and small businessesManaging mutual fundsManaging private fundsInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersNewsletters and publicationsEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2018 – nowRobert W. Baird & Co. IncorporatedCurrent firm
Contact Malcom
Local office(615) 341-7000Ask for Malcom. (414) 765-3500Main office · Milwaukee, WI 1600 West End Ave, Suite 1100Nashville, TN 37203Office · Get directions X (Twitter) pageRobert W. Baird & Co.
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Questions to ask Malcom
Tailored to Malcom’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- Your firm can charge performance-based fees. Would that apply to me?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Malcom
How do I contact Malcom?
Call Malcom’s local office at (615) 341-7000 or the Robert W. Baird & Co. main office at (414) 765-3500, and ask for Malcom Liles.
How long has Malcom been a financial advisor?
Malcom has been in the industry since 2011, about 15 years. More experience than 52% of advisors in Nashville.
What licenses does Malcom hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Malcom a fiduciary?
Malcom is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Malcom paid?
Robert W. Baird & Co. reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, commissions on some products, a share of investment gains, other fees. Ask Malcom for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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