Robert W. Baird & Co. Inc
Answer a few questions and
get matched with an advisor.
About this Advisor
Neil Grant is a certified financial planner in Dallas, Texas. Currently a registered advisor with Robert W. Baird & Co. Inc, they have accrued 11 years of professional experience as a financial advisor. Grant has Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative. Grant can act as a financial advisor based out of Florida, Oklahoma and Texas. Throughout their career, Grant has worked at Morgan Stanley & Co., Inc, Morgan Stanley Smith Barney and Robert W. Baird. Robert W. Baird & Co. Inc is based out of Dallas, Texas, and has 81 brick-and-mortar locations in the United States. In total, Robert W. Baird & Co. Inc manages $133 billion in assets throughout 137,293 accounts and employs more than 2,366 people. The level of assets currently under the firm's management makes it one of the largest firms in the country. The firm manages 72,936 accounts on a discretionary basis, meaning the advisor makes investment decisions at their discretion. Currently 16% of the advisory firm's clients are high-net-worth individuals, meaning they have greater than $1 million in investable assets. Robert W. Baird & Co. Inc offers 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. The firm's fees may include asset-based, hourly, fixed, commission-based and performance-based fees.
Certifications and Registrations
Years of Experience
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Robert W. Baird & Co. Inc Brokerage Details
Let us help match you with the right financial advisor for your needs.Answer a few questions to get a personalized match.
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
Neil Grant Work History
Neil has 11 years of experience.
Robert W. Baird
Morgan Stanley Smith Barney
Morgan Stanley & Co., Inc
Neil Grant has disclosures.
Please visit their SEC profile for more details.