Matthew
Woolley
Robert W. Baird & Co. Inc
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About this Advisor
Matthew Woolley is a financial advisor operating in Dallas, Texas with 20 years of industry experience. Woolley is on the advisory team at Robert W. Baird & Co. Inc. They have spent their complete career at Robert W. Baird & Co. Inc. Woolley holds Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is approved to operate in Florida and Texas. Robert W. Baird & Co. Inc is a registered investment business that has its headquarters in Milwaukee, WI. The firm has offices in 161 locations and a total of 4,071 employees. It administers $248 billion in assets across its 316,065 customer accounts, making it one of the biggest financial advisory firms in the nation by assets under management. The firm advises 1,212 charitable organizations. Of its 316,065 accounts, 25% are associated with high-net-worth individuals who have more than $1 million in assets. Robert W. Baird & Co. Inc provides a number of services, including 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. A financial advisor's fees largely depend on which services the firm provides the client. However, fee types charged 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
Matthew Woolley Work History
Matthew has been registered as a financial advisor for 20 years.*
Wachovia Securities
*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 Matthew Woolley 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
Roseville, CA
Denver, CO
Waukesha, WI
Milwaukee, WI
Houston, TX
Denver, CO
Denver, CO
Louisville, KY
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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