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Patrick Lee Baird

NEWBRIDGE FINANCIAL SERVICES GROUP, INC.·BOCA RATON, Florida
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1200 NORTH FEDERAL HIGHWAY, BOCA RATON, FL 33432CRD# 4331370Firm CRD# 130814
01

About

Patrick Lee Baird is a registered financial advisor based in BOCA RATON, Florida, affiliated with NEWBRIDGE FINANCIAL SERVICES GROUP, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
NEWBRIDGE FINANCIAL SERVICES GROUP, INC.
NEWBRIDGE FINANCIAL SERVICES GROUP, INC.
AUM
$566M
Regulatory assets under management
Employees
183
Total firm employees
View all advisors at NEWBRIDGE FINANCIAL SERVICES GROUP, INC. →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: PROMOTER FEES
Regulatory
SEC/IARD CRD# 4331370
Firm CRD# 130814
10 disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Patrick Lee Baird offer?
Patrick Lee Baird specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in BOCA RATON, Florida for a consultation.
What are Patrick Lee Baird's credentials?
Patrick Lee Baird is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Patrick Lee Baird located?
Patrick Lee Baird is based in BOCA RATON, Florida, working with NEWBRIDGE FINANCIAL SERVICES GROUP, INC.. Their office serves clients in the BOCA RATON metropolitan area and surrounding communities.
How does Patrick Lee Baird charge for services?
Patrick Lee Baird's firm is compensated through percentage of aum, hourly charges, subscription fees, other: promoter fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is NEWBRIDGE FINANCIAL SERVICES GROUP, INC.?
NEWBRIDGE FINANCIAL SERVICES GROUP, INC. has approximately 183 employees and manages $566M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Florida
MIAMI (1221)TAMPA (396)CORAL GABLES (291)WEST PALM BEACH (251)NAPLES (220)
City Guides
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Research
Advisor Fees in FloridaNational Fee Analysis
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