Sarah
Moir
Robert W. Baird & Co. Inc
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About this Advisor
Sarah Moir is a financial advisor based out of Portland, Maine with 6 years of industry experience. Moir works at Robert W. Baird & Co. Inc. Over the course of their career, they have held roles at Robert W Baird, Endicott College, Baird, Danvers Community Access Television, Aquaboggabn Waterpark and Camp Restaurant At Sunday River. Moir has a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is registered to advise clients in Florida, Maine, North Carolina, Texas and Wisconsin. Robert W. Baird & Co. Inc is a business based in Milwaukee, WI. It has offices in 161 locations and a total of 4,071 advisors. It oversees $248 billion in assets under management across its 316,065 client accounts, making it one of the largest firms in the country by assets under management. The firm provides services to 1,212 charitable organizations. Of its 316,065 customer accounts, 25% are associated with high-net-worth investors who have more than $1 million in investable assets. The business has a wide set of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters, educational seminars and other services. Fees for financial advisory services usually depend on which service is offered. Fee types billed by Robert W. Baird & Co. Inc likely include asset-based, hourly, fixed, commission-based, performance-based and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Robert W. Baird & Co. Inc Brokerage Details
$247,790,348,025
4,071
316,065
$783,985
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
Sarah Moir Work History
Sarah has been registered as a financial advisor for 6 years.*
Baird
Robert W Baird
Danvers Community Access Television
Aquaboggabn Waterpark
Camp Restaurant At Sunday River
Endicott College
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Sarah Moir to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Robert W. Baird & Co. Inc
Waukesha, WI
Milwaukee, WI
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The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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