Sarah C Cuddy

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

• 10/2015 → Present
  Robert W. Baird & Co.
  Houston, TX

Previous Registrations

• 2010-11-15 → 2015-10-28
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Houston, TX

Other Businesses

Name/Address: Equine Owner/Lessor 6129 Cottage Grove Lake Dr Houston TX 77007 Start Date: 4/10/23 Hours Spent: 0-1 hours/month Hours Spent During Trading: 0-1 hours/month Role/Responsibility: Equine owner/lessor Non Investment Related

Exams

• S66 Uniform Combined State Law Examination
  2010-11-12

Other Names

• Sarah Catherine Cuddy
• Sarah C Cuddy
• Sarah Cuddy Cuddy Al-Gailani
• Sarah C Cuddy Al-Gailani