Sean Wintz
Sean Wintz is a registered investment advisor at Robert W. Baird & CO. Incorporated, based in Alexandria, VA, with 26 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
211 N Union Street, Suite 100, Alexandria, VA, 22314
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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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Sean is an agent for various insurance companies, offering insurance services to clients of Edelman Financial Services, LLC and EF Legacy Securities, LLC. This activity takes about 10-20% of his time.
Employment History
Current Registrations
Robert W. Baird & CO. Incorporated
Previous Registrations
Edelman Financial Engines
Ef Legacy Securities, LLCBroker
Edelman Financial Services, LLC
Sanders Morris Harris LLCBroker
Strategic Advisers, INC.
Fidelity Brokerage Services LLCBroker
Grw Capital CorporationBroker
UBS Painewebber INC.
UBS Painewebber INC.Broker
Nylife Securities INC.Broker
Prime Charter LTD.Broker
Barington Capital Group, L.P.Broker
State Registrations3 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.