Investment adviser representative · Captrust
Arleth Y. Baird
CRD 7739959 · The Woodlands, TX
At a glance
Arleth Y. Baird is an investment adviser representative with Captrust in The Woodlands, TX, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Arleth’s SEC record dates to 2023, about 3 years ago.
Current advisory firm
- CaptrustSince January 2024The Woodlands, TX · $1.24T in regulatory assets
SEC adviser record
- Registered since
- 2023 (3 years)
- Designations
- None on file
- Exams
- Series 65
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Arleth’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 1 firmLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.
More at Captrust
- Preston J. BairdThe Woodlands
- Austin A. DouglasThe Woodlands
- Danielle L. FrazierThe Woodlands · Certified Financial Planner
- Gregory S. ParkerThe Woodlands
- Kiernan M. RichardsThe Woodlands · Certified Financial Planner
- Meagan E. AbbeyBrentwood
- William C. AbbottRaleigh · Certified Financial Planner
- Walter E. AbeleGreensboro · Certified Financial Planner
Every advisor at Captrust →Captrust: assets, clients and custodians →CAPTRUST news, moves and payouts →Financial advisors in The Woodlands, TX →Every Captrust advisor in The Woodlands →Advisor Moves: who changed firms this week →