Barry Greenberg
Barry Greenberg is a registered investment advisor at Robert W. Baird & CO. Incorporated, based in Dallas, TX, with 36 years of industry experience. Their practice areas include Investment Management. Their firm serves 228,442 clients with $340B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
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.
Location
8333 Douglas Ave, Ste 1000, Dallas, TX, 75225
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Regulatory History
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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Barry works as a self-employed yoga instructor, teaching group classes and potentially providing one-on-one training, dedicating a few hours per week. He is also an LLC member/manager for real estate purchases, spending minimal time on this activity.
Employment History
Current Registrations
Robert W. Baird & CO. Incorporated
Robert W. Baird & CO. IncorporatedBroker
Robert W. Baird & CO. Incorporated
Previous Registrations
The Leaders Group, INC.Broker
RBC Dain Rauscher INC.Broker
Sutro & CO. IncorporatedBroker
Painewebber IncorporatedBroker
J.C. Bradford & CO.Broker
Everen Securities, INC.Broker
Principal Financial Securities,inc.Broker
Rauscher Pierce Refsnes, INC.Broker
The Principal/eppler, Guerin & Turner, INC.Broker
Princor Financial Services CorporationBroker
Eppler, Guerin & Turner, INC.Broker
State Registrations24 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.