Matthew Thomas Stanhope
Investment adviser representative at Robert W. Baird & Co. Incorporated
10 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
10 years in the industry.
- Robert W. Baird & Co. IncorporatedJul 2023 to now
- UnemployedJan 2023 to Jun 2023
- E*trade Capital Management, LLCSep 2019 to Dec 2022
- E*trade Securities LLCSep 2019 to Dec 2022
- Charles Schwab BankAug 2018 to Aug 2019
- Charles Schwab & Co., Inc.Jul 2017 to Sep 2019
- E*trade Securities LLCDec 2016 to Jun 2017
- UnemployedJun 2016 to Dec 2016
Exams passed
- Series 63 · Uniform Securities Agent State Law2017
- Series 66 · Uniform Combined State Law2017
State registrations
Registered as an investment adviser representative in 1 state (SC).
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
- 6737126
- Firm CRD
- 8158