Robert W. Baird & Co.
40yrs
Top advisor by experience in Quad Cities
8yrs
Sydney Verdi Samuelson
Full name on record: Sydney Grace Verdi Samuelson
Financial advisor at Robert W. Baird & Co.
Based in Quad Cities, Iowa, Sydney Verdi Samuelson is a fiduciary financial advisor with 8 years of industry experience. Sydney joined Robert W. Baird & Co. in 2019, a firm offering financial planning, investment management, and private fund management. Robert W. Baird & Co. reports being paid through a percentage of assets, hourly fees, and flat fees.
One of 13 advisors with offices in Quad Cities, and one of 11 fiduciaries.
At a glance
Experience8 years (since 2019)
How that compares ?8 years in the industry
Office3626 Bridge Ave, Quad Cities, IA 52807
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.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2019 – nowRobert W. Baird & Co. IncorporatedCurrent firm
Questions to ask Sydney
Tailored to Sydney’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 Sydney
How do I contact Sydney?
Call Sydney’s local office at (563) 386-9056 or the Robert W. Baird & Co. main office at (414) 765-3500, and ask for Sydney Verdi Samuelson.
How long has Sydney been a financial advisor?
Sydney has been in the industry since 2019, about 8 years. 8 years in the industry.
What licenses does Sydney hold?
Series 66. Tap any license on this page to see what it allows.
Is Sydney a fiduciary?
Sydney is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Sydney 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 Sydney 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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