Andrew Smith
Andrew Smith is a registered investment advisor at Robert W. Baird & CO. Incorporated, based in Dallas, TX, with 7 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
8333 Douglas Ave, Ste 1000, Dallas, TX, 75225
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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 Activities
Andrew is a bandsperson in the Army National Guard in Texas since 2010, performing music and supporting ceremonies. This activity is not investment-related and takes various hours per month, but none during securities trading hours.
Employment History
Current Registrations
Robert W. Baird & CO. IncorporatedBroker
Robert W. Baird & CO. Incorporated
Previous Registrations
Robinhood Financial, LLCBroker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.Broker
State Registrations38 states
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