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Elizabeth Ryan Gladden

Advisor at Robert Baird & Co. — Pittsburgh, PA Railroad St

Updated today

Credentials

CFP®, Series 66

Experience

1 year

Location

Pittsburgh, PA 15222

Robert Baird & Co. logo

Robert Baird & Co.

Institution

Total advisors

2,616

Across 299 offices

Clients per advisor

90 Typical

Avg AUM per client

$713,008 Very High

HNW client ratio

35% Very High

About

Elizabeth Gladden is a CFP® and holds a Series 66 license with Robert Baird & Co. She has four years of industry experience, including prior roles at Hefren-Tillotson, Inc. and Denison University. She is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that advises individuals, families, pensions, corporations, and charitable organizations. The group offers tailored financial planning and portfolio management services, utilizing a range of strategies from traditional allocations to more complex approaches.

Client services

Based on Robert Baird & Co.

Financial planning Portfolio management Pension consulting Selection of other advisers Newsletters or periodicals Educational seminars or workshops See schedule d

Expertise

Based on Robert Baird & Co.

Wealth management Tax-loss harvesting

Occupation focus

Based on Robert Baird & Co.

Retired Founder/Business Owner

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Fee options

Fixed

Flat fees available for specific services or financial plans; negotiated per client agreement.

Percentage

$0 - $10,000,000: Negotiable $10,000,001 - $25,000,000: 0.60% $25,000,001 - $50,000,000: 0.45% $50,000,001 - $75,000,000: 0.30% $75,000,001 - $100,000,000: 0.15% $100,000,001+: Negotiable

Commissions

Brokerage commissions and related fees may apply for securities transactions; separate from advisory fees.

Project-based

Hourly consulting or advisory rates available; details negotiated per client agreement.

Other

Account minimum: $50,000 Minimum fee: Minimum quarterly advisory fee may be assessed; minimum annual advisory fee of $60,000 may apply for DDK Fee-only: Flat or hourly fees available; specific fees negotiated and detailed in client agreements.

Location

See office

Pittsburgh, PA Railroad St

2545 Railroad St, Ste 100

Pittsburgh PA 15222

Advisors at this office

16

Most active in

Pennsylvania

Work history

1 year of industry experience

Baird

2022 - Present • 4 years

Pittsburgh, PA

Hefren-Tillotson, Inc.

2022 - 2022 • 1 year

Pittsburgh, PA

Hefren-Tillotson, Inc.

2021 - 2021 • 1 year

Pittsburgh, PA

Denison University

2020 - 2021 • 1 year

Granville, OH

Dension University

2018 - 2021 • 3 years

Granville, OH

Allegheny West Magazine

2018 - 2018 • 1 year

McDonald, PA

Mt Lebanon Municipality

2017 - 2017 • 1 year

Pittsburgh, PA

Mt Lebanon High School

2014 - 2018 • 4 years

Mt Lebanon, PA

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Christopher C

Series 66

Monroeville, PA

PNC Wealth Management

Christopher Conrad is a financial advisor at PNC Wealth Management with 10 years of industry experience. He holds a Series 66 designation and has worked at PNC Investments since 2019, following four years at Edward Jones. Outside of his advisory role, he owns Conrad Data Consulting LLC, a non-investment related business. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital offering for employees that uses algorithm-driven risk assessment to select investment models implemented via mutual funds and ETFs.

Passive / index investing Active portfolio management Wealth management Executive
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Keith E

CFP®

Pittsburgh, PA

Keith L. Eliou, CFP

Keith Eliou is the principal of Keith L. Eliou, CFP, an investment management firm based in Pittsburgh, PA. He holds the CFP® designation and has one year of experience as a financial advisor. In addition to his advisory role, he practices law focusing on elder law and real estate and is involved in insurance, mortgage lending, and real estate brokerage businesses. The firm primarily serves pooled vehicles and institutional accounts, offering portfolio management, retirement plan services, and financial planning. It utilizes an open-architecture investment approach with third-party money managers and employs multiple analytical methods and strategies, conducting annual account reviews.

Social Security optimization Retirement income strategy Cash flow / budgeting Charitable giving tax strategies Business exit / sale strategy Founder/Business Owner
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Arlene N

Series 63

Pittsburgh, PA

A. Neff Associates LLC

Arlene Neff is the principal and sole proprietor of A. Neff Associates LLC in Pittsburgh, PA, holding a Series 63 designation and bringing 43 years of industry experience. She has operated her independent advisory firm since 1987 and previously worked at Elish & Elish, Inc. from 2014 to 2017. A. Neff Associates LLC provides investment advisory and financial planning services to individuals, businesses, trusts, estates, charitable organizations, and qualified retirement plans. The firm manages assets on a non-discretionary basis, combining fundamental and technical analysis with asset-allocation considerations, and offers retirement-plan consulting including participant education and plan-sponsor liaison support.

Retirement plans for business owners (SEP, solo 401k) General retirement planning Cash flow / budgeting
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Todd D

Series 63, Series 65

Wexford, PA

Expert Financial Services, LLC

Todd Delligatti is the president of Expert Financial Services, LLC in Wexford, PA, with 28 years of industry experience. He holds Series 63 and Series 65 registrations and has worked at Leigh Baldwin & CO., LLC for 12 years. Outside of financial advising, he is involved in restaurant management through M&J Management Corp, where he handles accounting, bill paying, and tax preparation. Expert Financial Services, LLC primarily serves individual investors along with pension and profit-sharing plans, charitable organizations, businesses, and trusts. The firm provides managed account services on a primarily non-discretionary basis, using fundamental, technical, and cyclical analysis to support both long- and short-term investment strategies.

Options & derivatives strategies Real estate investing
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Steven S

Series 65

Baden, PA

War Streets Capital, LLC

Steven Singer is the principal of War Streets Capital, LLC, an independent advisory firm, and holds a Series 65 credential with seven years of industry experience. He has been with War Streets Capital since 2018 and concurrently operates a real estate rental and management business. Prior to his advisory career, he worked at Verizon Communications Inc. from 2011 to 2019. War Streets Capital provides discretionary investment management and financial planning mainly for individual investors and small businesses. The firm employs an active, total-return strategy incorporating fundamental, technical, and cyclical analysis, and utilizes options and derivatives within customized portfolios tailored to clients’ risk tolerance.

Options & derivatives strategies Active portfolio management Tax-loss harvesting Passive / index investing
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Christopher B

Series 65

Sewickley, PA

Block House Investments, LLC

Christopher Barto is a Series 65-licensed financial advisor with three years of industry experience. He is the sole advisor at Block House Investments, LLC, where he has worked since 2025. His prior work includes roles at Kovitz Investment Group Partners, Fort Pitt Capital Group, Fiducia Investment Research, and Oak Grove Capital. Block House Investments, LLC provides discretionary portfolio management services primarily focused on equities for individual and high-net-worth clients. The firm emphasizes fundamental analysis and long-term investment horizons, operating under a single-advisor model with monthly account reviews.

Active portfolio management Wealth management
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