Ameriprise Financial Services
46yrs
Top advisor by experience in Raleigh
10yrs
Andrew MacDougall
Full name on record: Andrew J MacDougall
Financial advisor at Robert W. Baird & Co.
Andrew MacDougall is a fiduciary financial advisor in Raleigh, North Carolina, with 10 years in the industry. Andrew joined Robert W. Baird & Co. in 2023, a firm offering financial planning, investment management, and private fund management. Andrew’s designations include CFP® and ChFC.
One of 1804 advisors with offices in Raleigh, and one of 1668 fiduciaries.
At a glance
Experience10 years (since 2016)
How that compares ?10 years in the industry
Office3600 Glenwood Avenue Suite 200, Raleigh, NC 27612
How the firm is paid ?Percent of assets, Hourly, Flat fee, Commissions, Performance fee, Other
Typical client at the firm ?$713,008
Advisors at the firm2,626
States licensed ?1 state
Services through Robert W. Baird & Co.
Financial planningInvestment management for individuals and small businessesManaging mutual fundsManaging private fundsInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersNewsletters and publicationsEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®ChFC
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2023 – nowRobert W. Baird & Co. IncorporatedCurrent firm
Contact Andrew
3600 Glenwood Avenue Suite 200Raleigh, NC 27612Office · Get directions Firm main line(414) 765-3500Headquarters: Robert W. Baird & Co. · Milwaukee, WI X (Twitter) pageRobert W. Baird & Co.
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Questions to ask Andrew
Tailored to Andrew’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- Your firm can charge performance-based fees. Would that apply to me?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Andrew
How do I contact Andrew?
Call Robert W. Baird & Co. at (414) 765-3500 and ask for Andrew MacDougall. Andrew works from the Raleigh, NC office.
How long has Andrew been a financial advisor?
Andrew has been in the industry since 2016, about 10 years. 10 years in the industry.
What licenses does Andrew hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Andrew a fiduciary?
Andrew is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Andrew paid?
Robert W. Baird & Co. reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, commissions on some products, a share of investment gains, other fees. Ask Andrew for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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