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Yasmeen Muhammad

6 Years of Experience
Cleveland, OH
1 DisclosureBroker

Yasmeen Muhammad is a registered investment advisor at Robert W. Baird & CO. Incorporated, based in Cleveland, OH, with 6 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 (1)
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Financial
April 2016
Final
Employment History
Current Registrations
Robert W. Baird & CO. Incorporated
October 2021 - Present · 4 yrs 11 mos
Robert W. Baird & CO. IncorporatedBroker
September 2021 - Present · 5 yrs
Previous Registrations
Charles Schwab & CO., INC.
January 2021 - September 2021 · 8 mos
Charles Schwab & CO., INC.Broker
September 2020 - September 2021 · 1 yr
Charles Schwab & CO., INC.Broker
March 2019 - March 2020 · 1 yr
State Registrations31 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.