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Catherine Mcgrath

8 Years of Experience
Fort Worth, TX
Broker

Catherine Mcgrath is a registered investment advisor at Robert W. Baird & CO. Incorporated, based in Fort Worth, TX, with 8 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

550 Bailey Avenue, Suite 700, Fort Worth, TX, 76107

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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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Employment History
Current Registrations
Robert W. Baird & CO. Incorporated
February 2019 - Present · 7 yrs 3 mos
Robert W. Baird & CO. Incorporated
February 2019 - Present · 7 yrs 3 mos
Robert W. Baird & CO. IncorporatedBroker
February 2019 - Present · 7 yrs 3 mos
Previous Registrations
Wells Fargo Clearing Services, LLC
May 2018 - February 2019 · 9 mos
Wells Fargo Clearing Services, LLCBroker
May 2018 - February 2019 · 9 mos
UBS Financial Services INC.
February 2018 - May 2018 · 3 mos
UBS Financial Services INC.Broker
December 2017 - May 2018 · 5 mos
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.