RBC Capital Markets
47yrs
Top advisor by experience in Cleveland
New
Madison Gray is a fiduciary financial advisor in Cleveland, Ohio, registered since May 2026. Madison has been with Robert W. Baird & Co. since 2026. Robert W. Baird & Co. offers financial planning, investment management, and private fund management and is paid through a percentage of assets, hourly fees, and flat fees.
One of 652 advisors with offices in Cleveland, and one of 499 fiduciaries.
At a glance
ExperienceNew to the profession (since May 2026)
How that compares ?New to the profession
Office200 Public Square Suite 1650, Cleveland, OH 44114
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
- May 2026 – nowRobert W. Baird & Co. IncorporatedCurrent firm
Contact Madison
Local office(216) 737-7330Ask for Madison. (414) 765-3500Main office · Milwaukee, WI 200 Public Square Suite 1650Cleveland, OH 44114Office · Get directions X (Twitter) pageRobert W. Baird & Co.
Is this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Madison
Tailored to Madison’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- 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?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Madison
How do I contact Madison?
Call Madison’s local office at (216) 737-7330 or the Robert W. Baird & Co. main office at (414) 765-3500, and ask for Madison Gray.
How long has Madison been a financial advisor?
Madison is new to the profession, registered since May 2026, and holds 1 license.
What licenses does Madison hold?
Series 66. Tap any license on this page to see what it allows.
Is Madison a fiduciary?
Madison is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Madison 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 Madison 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.
Other advisors nearby
NEO Investment Counsel
46yrs
Top 1% by experience in Cleveland
McDonald Partners
45yrs
Top advisor by experience at McDonald Partners
Vantage Financial Group
45yrs
Top advisor by experience at Vantage Financial Group
Cambridge Investment Research Advisors
45yrs
Top 1% by experience in Ohio
Clearstead; Clearstead Advisory Solutions
44yrs
Top advisor by experience at Clearstead; Clearstead Advisory Solutions