Neil
Grant

Robert W. Baird & Co. Inc

CRD#2752299
Investment Advisor
in Dallas, TX
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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

Series 63, Series 65, Certified Financial Planner

Years of Experience

11 years

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions, Performance-based Fees

Disclosures

Yes

Office Location

8333 Douglas Avenue Suite 1000
Dallas, TX 75225

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Robert W. Baird & Co. Inc Brokerage Details

Total Assets Under Management

$132,486,000,627

TX Average: $2,826,565,184
Total Number of Employees

2,366

TX Average: 43
Total Number of Accounts

137,293

TX Average: 1,898
Average Account Size

$964,987

TX Average: $1,489,234

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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

Neil Grant Work History

Neil has 11 years of experience.

2011 - Present (8 years)

Robert W. Baird

2009 - 2011 (2 years)

Morgan Stanley Smith Barney

2007 - 2011 (4 years)

Morgan Stanley & Co., Inc

Disclosures

Neil Grant has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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