Stacy Hanlon Mchugh
Investment adviser representative at Robert W. Baird & Co. Incorporated
12 yearsExperience
1 stateRegistered in
$394.1BFirm assets
55 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeCommissionsPerformance-basedOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
12 years in the industry.
- Robert W. Baird & Co. IncorporatedApr 2026 to now
- LPL FinancialNov 2025 to Mar 2026
- UnemployedDec 2024 to Nov 2025
- Cambridge Investment Research Advisors, Inc.Sep 2021 to Dec 2024
- Cambridge Investment Research, Inc.Sep 2021 to Dec 2024
- Cetera Advisor Networks LLCNov 2017 to Sep 2020
- Girard Securities, Inc.May 2014 to Nov 2017
- United Capital Financial Advisers, LLCJan 2014 to Jun 2021
Exams passed
- Series 65 · Uniform Investment Adviser Law2006
- Series 63 · Uniform Securities Agent State Law2012
State registrations
Registered as an investment adviser representative in 1 state (PA).
Robert W. Baird & Co. Incorporated
$394.1BAssets managed
241,359Clients
2,633Advisers
55 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5216604
- Firm CRD
- 8158