Meredith Woods
Meredith Woods is a registered investment advisor at Robert W. Baird & CO. Incorporated, based in Siesta Key, FL, with 14 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
5259 South Temiami Trail, Siesta Key, FL, 34231
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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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Meredith owns and manages Durango Residential Rentals LLC and rental property on East 5th Ave in Durango, CO. These activities require minimal time and are not investment-related.
Employment History
Current Registrations
Robert W. Baird & CO. IncorporatedBroker
Robert W. Baird & CO. Incorporated
Previous Registrations
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
State Registrations35 states
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