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RIA / WealthAdvisordual registered (broker-dealer)19 years in industry

STACY HANLON MCHUGH

Advisor at ROBERT W. BAIRD & CO. INCORPORATED

Pittsburgh - Wexford, PA

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Search this name across graphsid dfx:ria:cc50fe38-ac0e-dfc0-ba65-fbd0ee14b604

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 9:10 PM UTC and rebuilt at most every 15 minutes.

Relationships: 8
Dated events: 2
On other graphs: 0
Observed: Dec 19, 2006 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: ROBERT W. BAIRD & CO. INCORPORATED
Current firm class: mixed wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Dec 18, 2006earliest registration or exam on IAPD
Years in industry: 19derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 7
Current registrations: 1
Registered states: 1
Exams: S63|S65
First exam: Dec 18, 2006
First registration: Dec 19, 2006
Dual registered: yes, broker-dealer
Other names: STACY KAY HANLON
IAPD individual key: 5216604

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
ROBERT W. BAIRD & CO. INCORPORATED	Mixed wealth	Apr 15, 2026	n/a	yes	Pittsburgh - Wexford, PA	Current employment
LPL FINANCIAL LLC	Bd affiliated wealth	Nov 20, 2025	Apr 13, 2026	no	SEWICKLEY, PA	Previous registration
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	Bd affiliated wealth	Sep 16, 2021	Dec 19, 2024	no	Irwin, PA\|Gibsonia, PA\|Pittsburgh, PA	Previous registration
UNITED CAPITAL FINANCIAL ADVISORS	Independent wealth	Jan 31, 2014	Dec 9, 2020	no	CANONSBURG, PA	Previous registration
WALDRON PRIVATE WEALTH	Independent wealth	Apr 2, 2012	May 8, 2013	no	BRIDGEVILLE, PA	Previous registration
LPL FINANCIAL LLC	Bd affiliated wealth	Sep 21, 2011	Mar 5, 2013	no	BRIDGEVILLE, PA	Previous registration
MCKINLEY CARTER WEALTH SERVICES, INC.	Independent wealth	Aug 5, 2009	May 23, 2011	no	WEXFORD, PA\|WHEELING, WV	Previous registration
NETWORTH INVESTMENT ADVISORS, INC.	n/a	Dec 19, 2006	Jun 5, 2009	no	CANONSBURG, PA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
LPL FINANCIAL LLC	ROBERT W. BAIRD & CO. INCORPORATED	Apr 13, 2026	Apr 15, 2026	2	Firm change	Ibd to RIA
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	LPL FINANCIAL LLC	Dec 19, 2024	Nov 20, 2025	336	Firm change	Ibd to ibd
UNITED CAPITAL FINANCIAL ADVISORS	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	Dec 9, 2020	Sep 16, 2021	281	Firm change	Ibd to ibd
WALDRON PRIVATE WEALTH	UNITED CAPITAL FINANCIAL ADVISORS	May 8, 2013	Jan 31, 2014	268	Firm change	Other
LPL FINANCIAL LLC	WALDRON PRIVATE WEALTH	Mar 5, 2013	Apr 2, 2012	-337	Firm change after gap	Other
MCKINLEY CARTER WEALTH SERVICES, INC.	LPL FINANCIAL LLC	May 23, 2011	Sep 21, 2011	121	Firm change	Other
NETWORTH INVESTMENT ADVISORS, INC.	MCKINLEY CARTER WEALTH SERVICES, INC.	Jun 5, 2009	Aug 5, 2009	61	Firm change	Other

Relationships

Registered with (7)

→ ROBERT W. BAIRD & CO. INCORPORATEDRegistered adviserregistration: current employment
Apr 15, 2026 to presentfactForm ADV
→ LPL FINANCIAL LLCRegistered adviserregistration: previous registration
Nov 20, 2025 to Apr 13, 2026factForm ADV
→ CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.Registered adviserregistration: previous registration
Sep 16, 2021 to Dec 19, 2024factForm ADV
→ UNITED CAPITAL FINANCIAL ADVISORSRegistered adviserregistration: previous registration
Jan 31, 2014 to Dec 9, 2020factForm ADV
→ WALDRON PRIVATE WEALTHRegistered adviserregistration: previous registration
Apr 2, 2012 to May 8, 2013factForm ADV
→ MCKINLEY CARTER WEALTH SERVICES, INC.Registered adviserregistration: previous registration
Aug 5, 2009 to May 23, 2011factForm ADV
→ NETWORTH INVESTMENT ADVISORS, INC.Registered adviserregistration: previous registration
Dec 19, 2006 to Jun 5, 2009factForm ADV

Dated events

Occurred
Apr 13, 2026
Advisor changed firm
Stacy Hanlon Mchugh left Lpl Financial Llc for Robert W. Baird & Co. Incorporated (registered 2026-04-15)
Form ADVobserved 5 days ago
Occurred
Dec 19, 2024
Advisor changed firm
Stacy Hanlon Mchugh left Cambridge Investment Research Advisors, Inc. for Lpl Financial Llc (registered 2025-11-20)
Form ADVobserved 5 days ago