DC
DC

Douglas Crandall

32 Years of Experience
Cleveland, OH
Broker

Douglas Crandall is a registered investment advisor at Robert W. Baird & CO. Incorporated, based in Cleveland, OH, with 32 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

200 Public Square Ste 1650, Cleveland, OH, 44114

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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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Other Business Activities

Douglas is an LLC Owner/Member- Investor of What's the Scoop? since 2020, dedicating minimal time. This activity is not investment-related.

Employment History
Current Registrations
Robert W. Baird & CO. Incorporated
April 2008 - Present · 18 yrs 1 mo
Robert W. Baird & CO. IncorporatedBroker
April 2008 - Present · 18 yrs 1 mo
Previous Registrations
Citigroup Global Markets INC.Broker
February 2006 - May 2008 · 2 yrs 3 mos
Citigroup Global Markets INC.
February 2006 - May 2008 · 2 yrs 3 mos
Legg Mason Wood Walker INC
August 2001 - February 2006 · 4 yrs 6 mos
Legg Mason Wood Walker, IncorporatedBroker
August 2001 - February 2006 · 4 yrs 6 mos
Prudential Securities IncorporatedBroker
December 1996 - August 2001 · 4 yrs 8 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
December 1993 - December 1996 · 3 yrs
State Registrations36 states
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AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
Douglas Crandall - Financial Advisor | TrueAdvisor