Heather Marie Snow Winslow

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

• 08/2015 → Present
  Robert W Baird & Co
  Portland, ME

Previous Registrations

• 2008-01-01 → 2015-08-25
  Wells Fargo Clearing Services, Llc
  Portland, ME
• 2007-10-23 → 2008-01-01
  A. G. Edwards & Sons, Inc.
  St. Louis, MO
  Portland, ME
• 2005-07-20 → 2006-12-11
  A. G. Edwards & Sons, Inc.
  Portland, ME
  Portland, ME

Other Businesses

Name/Address: May Meadow Woods Homeowners Association May Meadow Gray Maine 04039 Start Date: 8/1/22 Hours Spent: 0-2 hours/month Hours Spent During Trading: Zero Role/Responsibility: Board Member Treasurer Non Investment Related

Exams

• S66 Uniform Combined State Law Examination
  2005-07-18
• S63 Uniform Securities Agent State Law Examination
  1996-10-03

Other Names

• Heather Marie Snow