Meredith Meade Woods

Employer firm

Robert W. Baird & Co. Incorporated CRD 8158

$394B regulatory AUM 19,985 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/2012 → Present
  Rw Baird
  Sarasota, FL

Previous Registrations

• 2011-06-13 → 2012-03-23
  Wells Fargo Clearing Services, Llc
  Austin, TX

Other Businesses

Name/Address: Durango Residential Rentals LLC / 126 Ryler Dr #B Durango CO 81301 Start date: 4/1/20 Hours spent: 0-1 hour/month Hours spent during trading hours: Zero Role/Responsibility: Owner/Proprietor, Landlord Non Investment related Name/Address: Rental Property / 731 & 733 East 5th Ave, Durango, CO 81301 Start Date: 10/26/23 Hours Spent: 0-6 hours/month Hours Spent During Trading: 0-1 hours/month Role/Responsibility: Owner and Property Manager Non Investment Related

Exams

• S66 Uniform Combined State Law Examination
  2011-06-10

Other Names

• Meredith Meade Woods
• Meredith Meade Woods
• Meredith M Woods Rees
• Meredith Woods Rees