LK
LK

Lewis Krinsky

59 Years of Experience
Houston, TX
Broker

Lewis Krinsky is a registered investment advisor at Robert W. Baird & CO. Incorporated, based in Houston, TX, with 59 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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Other Business Activities

Lewis is listed as an officer of Ellen Krinsky Inc., a printing broker, and has the ability to sign checks and other legal documents. This activity is not investment-related.

Employment History
Current Registrations
Robert W. Baird & CO. Incorporated
May 2006 - Present · 20 yrs
Robert W. Baird & CO. Incorporated
May 2006 - Present · 20 yrs
Robert W. Baird & CO. IncorporatedBroker
May 2006 - Present · 20 yrs
Previous Registrations
Citigroup Global Markets INC.
February 2006 - May 2006 · 3 mos
Citigroup Global Markets INC.Broker
February 2006 - May 2006 · 3 mos
Legg Mason Wood Walker INC
May 1989 - February 2006 · 16 yrs 9 mos
Legg Mason Wood Walker, IncorporatedBroker
May 1989 - February 2006 · 16 yrs 9 mos
Legg Mason Wood Walker, IncorporatedBroker
April 1989 - May 1989 · 1 mo
Cowen & CO.Broker
October 1983 - May 1989 · 5 yrs 7 mos
Cowen Securities INC.Broker
February 1982 - January 1988 · 5 yrs 11 mos
Cowen & CO.Broker
April 1974 - January 1982 · 7 yrs 9 mos
Thomson Mckinnon Securities INC.Broker
October 1973 - June 1974 · 8 mos
Kohlmeyer & CO.Broker
December 1966 - November 1973 · 6 yrs 11 mos
State Registrations35 states
ALAZCACOCTDCFLGAHIIAILKSLAMAMDMEMIMOMSNCNENMNVNYOHOKORPASCTNTXUTVAWAWI
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.
Lewis Krinsky - Financial Advisor | TrueAdvisor