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Barbara Woolhandler

38 Years of Experience
Houston, TX
Broker

Barbara Woolhandler is a registered investment advisor at Robert W. Baird & CO. Incorporated, based in Houston, TX, with 38 years of industry experience. Their practice areas include Investment Management. Their firm serves 228,442 clients with $340B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2566 advisors
Number of Clients
228,442 clients
Average Client Portfolio
$1.5M average
Assets Under Management
$342.1B

Fee Structure

Baird offers several investment management programs, each with its own fee structure. Because the fees vary significantly depending on the program chosen, it is not possible to provide a single, concise fee summary. Clients should consult the full brochure or their financial advisor for details on specific programs.

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Location

Five Post Oak Park, 4400 Post Oak Pkwy, Ste 2790, Houston, TX, 77027

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Robert W. Baird & CO. Incorporated
March 2015 - Present · 11 yrs 2 mos
Robert W. Baird & CO. IncorporatedBroker
March 2015 - Present · 11 yrs 2 mos
Robert W. Baird & CO. Incorporated
March 2015 - Present · 11 yrs 2 mos
Previous Registrations
Morgan StanleyBroker
June 2009 - March 2015 · 5 yrs 9 mos
Morgan Stanley
June 2009 - March 2015 · 5 yrs 9 mos
Citigroup Global Markets INC.
December 1996 - June 2009 · 12 yrs 6 mos
Citigroup Global Markets INC.Broker
December 1996 - June 2009 · 12 yrs 6 mos
Painewebber IncorporatedBroker
January 1991 - June 1995 · 4 yrs 5 mos
Rotan Mosle INC.Broker
July 1986 - January 1991 · 4 yrs 6 mos
State Registrations21 states
ARAZCACOCTDEFLHILAMANCNENJNMNYPASCTNTXUTVA
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.