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RIA / WealthAdvisorChartered Financial Analystdual registered (broker-dealer)17 years in industry

BRIAN DAVID KOCHERZAT

Advisor at ROBERT W. BAIRD & CO. INCORPORATED

Pittsburgh - Wexford, PA

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Search this name across graphsid dfx:ria:e4e8876a-0a42-3e1a-e3df-fcbf50f152ae

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 11:11 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Feb 9, 2009 to Sep 15, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: ROBERT W. BAIRD & CO. INCORPORATED
Current firm class: mixed wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Feb 9, 2009earliest registration or exam on IAPD
Years in industry: 17derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 4
Designations: Chartered Financial Analyst
Exams: S66
First exam: Feb 11, 2019
First registration: Feb 9, 2009
Dual registered: yes, broker-dealer
Other names: BRIAN KOCHERZAT
IAPD individual key: 4823716

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
ROBERT W. BAIRD & CO. INCORPORATED	Mixed wealth	Oct 21, 2022	n/a	yes	Pittsburgh - Wexford, PA	Current employment
HEFREN-TILLOTSON, INC.	Former SEC adviser	Jan 23, 2019	Oct 21, 2022	no	PITTSBURGH, PA\|PITTSBURGH, PA\|WEXFORD, PA	Previous registration
MORGAN STANLEY	Wirehouse	Mar 22, 2013	Oct 14, 2015	no	Pittsburgh, PA	Previous registration
PNC WEALTH MANAGEMENT	Bd affiliated wealth	Feb 9, 2009	Mar 11, 2013	no	PITTSBURGH, PA\|PITTSBURGH, PA\|PITTSBURGH, PA\|PITTSBURGH, PA\|PITTSBURGH, PA\|PITTSBURGH, PA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
HEFREN-TILLOTSON, INC.	ROBERT W. BAIRD & CO. INCORPORATED	Oct 21, 2022	Oct 21, 2022	0	Bulk transfer	Ibd to RIA
MORGAN STANLEY	HEFREN-TILLOTSON, INC.	Oct 14, 2015	Jan 23, 2019	1,197	Firm change after gap	Wirehouse to RIA
PNC WEALTH MANAGEMENT	MORGAN STANLEY	Mar 11, 2013	Mar 22, 2013	11	Firm change	Other

Relationships

Registered with (4)

→ ROBERT W. BAIRD & CO. INCORPORATEDRegistered adviserregistration: current employment
Oct 21, 2022 to presentfactForm ADV
→ HEFREN-TILLOTSON, INC.Registered adviserregistration: previous registration
Jan 23, 2019 to Oct 21, 2022factForm ADV
→ MORGAN STANLEYRegistered adviserregistration: previous registration
Mar 22, 2013 to Oct 14, 2015factForm ADV
→ PNC WEALTH MANAGEMENTRegistered adviserregistration: previous registration
Feb 9, 2009 to Mar 11, 2013factForm ADV

Dated events

1 bookkeeping events (roster, classification and holdings changes) folded below

Show 1 bookkeeping events

Occurred
Sep 14, 2026
Brian David Kocherzat added a FL registration at Robert W. Baird & Co. Incorporated