Christopher
Dolan

Robert W. Baird & Co. Inc

CRD#5090040
Investment Advisor
in Seattle, WA
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About this Advisor

Christopher Dolan is a certified financial planner who works in Seattle, Washington, who has been in the industry for 12 years. Dolan is on the advisory team at Robert W. Baird & Co. Inc. During their career, the advisor has held roles at Fidelity Investments, Robert W Baird & Co, Charles Schwab & Co., Inc and Charles Schwab Bank. Dolan maintains Series 63 and Series 66 licenses, certifying them as a securities agent, and is approved to work in Washington. Robert W. Baird & Co. Inc is a registered investment firm based in Seattle, Washington. It has offices in 81 locations and a total of 2,366 people on staff. It manages $133 billion in assets under management among its 137,293 client accounts, making it one of the biggest investment advisory firms in the nation by assets under management. The firm advises 644 charities and foundations. Of its 137,293 client accounts, 16% belong to high-net-worth clients who have at least $1 million in investable assets. The business offers 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. Financial advisory fee schedules typically are based on which service is provided. Fees charged by Robert W. Baird & Co. Inc may include some blend of asset-based, hourly, fixed, commission-based and performance-based fees.

Certifications and Registrations

Series 63, Series 66, Certified Financial Planner

Years of Experience

12 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

No

Office Location

925 Fourth Ave Ste 3600
Seattle, WA 98104

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Robert W. Baird & Co. Inc Brokerage Details

Total Assets Under Management

$140,256,468,481

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

2,622

WA Average: 43
Total Number of Accounts

156,595

WA Average: 1,898
Average Account Size

$895,664

WA 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

Christopher Dolan Work History

Christopher has 12 years of experience.

2016 - Present (3 years)

Robert W Baird & Co

2013 - 2016 (3 years)

Charles Schwab & Co., Inc

2013 - 2016 (3 years)

Charles Schwab Bank

2006 - 2013 (7 years)

Fidelity Investments

Disclosures

Christopher Dolan has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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