Darrell D. Reynard
ROBERT W. BAIRD & CO. | Executive Director, Financial Planning
Alexandria, VA 22314
Some features on this profile are disabled
CRD#: 2362561
Professional summary
Darrell Dowling Reynard JR, who also goes by Darrell Reynard, Jr Reynard, is a registered financial advisor currently at ROBERT W. BAIRD & CO. INCORPORATED located in Alexandria, Virginia.
Darrell is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1993. Darrell has worked at 11 firms and has passed the Series 63, Series 65, Series 7TO, SIE, Series 7 and Series 6 exams.
Biography
I enjoy working with individuals and families to help them reach their goals. My favorite moments are when a client tells me they are ready to retire or send their child to college because of their hard work staying on track with a plan we worked on together. When I'm not working, I like to spend time with my wife, our two daughters and our dogs.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Darrell Reynard | Jr Reynard
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Darrell Dowling Reynard JR's CRS (Customer Relationship Summary).
CRS (Client Relationship Summary) - BD
Click below to view Darrell Dowling Reynard JR's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneEducation
James Madison University
Experience
Current
September 5, 2024 - Present
ROBERT W. BAIRD & CO. INCORPORATED
Office #1: 211 N Union Street Suite 100, Alexandria, VA 22314RIA
BD
CRD#: 8158
Alexandria, VA
Current
May 16, 2025 - Present
ROBERT W. BAIRD & CO. INCORPORATED
Office #1: 211 N Union Street Suite 100, Alexandria, VA 22314RIA
BD
CRD#: 8158
Alexandria, VA
Past
November 1, 2018 - October 3, 2024
EDELMAN FINANCIAL ENGINES
RIA
CRD#: 104510
ALEXANDRIA, VA
Past
April 22, 2016 - October 31, 2018
RETIREONE INVESTMENT SERVICES, LLC
BD
CRD#: 269923
ALEXANDRIA, VA
Past
November 10, 2006 - November 1, 2018
EDELMAN FINANCIAL SERVICES, LLC
RIA
CRD#: 113299
ALEXANDRIA, VA
Past
November 10, 2006 - April 22, 2016
SANDERS MORRIS LLC
BD
CRD#: 20580
ALEXANDRIA, VA
Past
March 15, 2005 - October 6, 2006
CHEVY CHASE FINANCIAL SERVICES
RIA
CRD#: 14894
BETHESDA, MD
Past
March 15, 2005 - October 6, 2006
CHEVY CHASE FINANCIAL SERVICES
BD
CRD#: 14894
BETHESDA, MD
Past
July 15, 2004 - February 9, 2005
TRUIST INVESTMENT SERVICES, INC.
RIA
CRD#: 17499
VIENNA, VA
Past
July 15, 2004 - February 9, 2005
TRUIST INVESTMENT SERVICES, INC.
BD
CRD#: 17499
ATLANTA, GA
Past
April 20, 2001 - July 14, 2004
BANC OF AMERICA INVESTMENT SERVICES, INC.
RIA
CRD#: 16361
ALEXANDRIA, VA
Past
March 12, 2001 - July 14, 2004
BANC OF AMERICA INVESTMENT SERVICES, INC.
BD
CRD#: 16361
BOSTON, MA
Past
October 1, 2000 - March 1, 2001
WELLS FARGO CLEARING SERVICES, LLC
BD
CRD#: 19616
ST. LOUIS, MO
Past
May 23, 1994 - October 1, 2000
FIRST UNION BROKERAGE SERVICES, INC.
BD
CRD#: 8112
CHARLOTTE, NC
Past
June 15, 1993 - January 18, 1994
WOODBURY FINANCIAL SERVICES, INC.
BD
CRD#: 421
OAKDALE, MN
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
ROBERT W. BAIRD & CO. INCORPORATED
BAIRD | THE DDK GROUP | ROBERT W. BAIRD & CO. INCORPORATED | CHAUTAUQUA CAPITAL MANAGEMENT | BAIRD PRIVATE WEALTH MANAGEMENT | BAIRD PRIVATE ASSET MANAGEMENT | BAIRD INSTITUTIONAL EQUITIES & RESEARCH | BAIRD GENERATIONAL WEALTH GROUP | BAIRD EQUITY ASSET MANAGEMENT | BAIRD ADVISORS
CRD#: 8158 / SEC#: 801-7571, 8-497
RIA
Registered Investment Advisory firm - SEC (7/14/1971 Approved)BD
Broker-Dealer Firm Regulated by FINRA (Chicago district office)
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Alabama(5/30/2025)
RR
Arkansas(9/18/2025)
RR
California(5/30/2025)
RR
Colorado(9/18/2025)
RR
District of Columbia(5/30/2025)
RR
Florida(5/30/2025)
RR
Illinois(9/18/2025)
RR
Louisiana(9/18/2025)
RR
Maryland(5/30/2025)
RR
Massachusetts(5/30/2025)
RR
Missouri(9/18/2025)
RR
Nevada(9/18/2025)
RR
New York(9/18/2025)
RR
North Carolina(9/18/2025)
RR
Ohio(9/18/2025)
RR
Pennsylvania(9/18/2025)
RR
South Carolina(7/2/2025)
RR
South Dakota(9/18/2025)
RR
Tennessee(9/18/2025)
IAR
Texas(9/5/2024)
RR
Texas(9/18/2025)
IAR
Virginia(9/5/2024)
RR
Virginia(5/29/2025)
RR
Washington(9/18/2025)
RR
West Virginia(9/18/2025)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 5/16/2025
General Securities Representative ExaminationGeneral Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
SRO Registrations
RR
NYSE American LLC
SRO Registrations
RR
Nasdaq Stock Market
SRO Registrations
RR
New York Stock Exchange
Current Firm
ROBERT W. BAIRD & CO. INCORPORATED
BAIRD | THE DDK GROUP | ROBERT W. BAIRD & CO. INCORPORATED | CHAUTAUQUA CAPITAL MANAGEMENT | BAIRD PRIVATE WEALTH MANAGEMENT | BAIRD PRIVATE ASSET MANAGEMENT | BAIRD INSTITUTIONAL EQUITIES & RESEARCH | BAIRD GENERATIONAL WEALTH GROUP | BAIRD EQUITY ASSET MANAGEMENT | BAIRD ADVISORS
CRD#: 8158 / SEC#: 801-7571, 8-497
RIA
Registered Investment Advisory firm - SEC (7/14/1971 Approved)BD
Broker-Dealer Firm Regulated by FINRA (Chicago district office)
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Contact information
Main Address
777 E. Wisconsin Avenue, Milwaukee, WI 53202-5391
Mailing Address
P.o. Box 672, Milwaukee, WI 53201
Phone number
(414) 765-3500
Established
Wisconsin since 12/29/1919
Firm type
Corporation
Fiscal year end
December
Firm Size
Large
# of Employees
4,175
SEC notice filing (53 States and Territories)
FINRA licenses (53 States and Territories)
Documents
Part 2 Brochures
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| BAIRD FINANCIAL CORPORATION | SHAREHOLDER | |
| BOOTH, STEVEN GREGORY | CHAIRMAN, PRESIDENT, CHIEF EXECUTIVE OFFICER | 2147388 |
| DAHLBERG, ERIK CHARLES | DIRECTOR | 1650544 |
| GRAVERSON, CHRISTA LYNN | CHIEF COMPLIANCE OFFICER | 4912961 |
| LAWTON, PATRICK STEVEN | DIRECTOR | 1007318 |
| MAXWELL, TERRANCE PATRICK | CHIEF FINANCIAL OFFICER, DIRECTOR | 1463158 |
| PALMER, ANGELA MARIE | REGISTERED INVESTMENT ADVISOR CCO | 4915568 |
| SCHROEDER, MICHAEL JOHN | DIRECTOR | 1483012 |
| SCHULTZ, PAUL LEE | GENERAL COUNSEL, SECRETARY | 1965163 |
| STANEK, MARY ELLEN | DIRECTOR | 2006493 |
| THUROW, LAURA K | CHIEF OPERATIONS OFFICER | 3193702 |
Regulatory assets under management
| Total Number of Accounts | 350,776 |
| AUM (Assets Under Management) | $ 342,142,869,924 |
Disclosures
| Regulatory Event | 43 |
| Arbitration | 31 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/24/2024 | ||
| 11/15/2023 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
ROBERT W. BAIRD & CO. INCORPORATED
Executive Director, Financial PlanningCRD#: 8158Alexandria, VA 22314TRUST BUT VERIFY
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