Unclaimed Profile

Patrick Lee Baird

NEWBRIDGE FINANCIAL SERVICES GROUP, INC.·BOCA RATON, Florida

NEWBRIDGE FINANCIAL SERVICES GROUP, INC.

1200 NORTH FEDERAL HIGHWAY, BOCA RATON, FL 33432CRD# 4331370Firm CRD# 130814

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Patrick Lee Baird · BOCA RATON, FL

Registration

CRD #4331370 · NEWBRIDGE FINANCIAL SERVICES GROUP, INC.

Brand Profile

Not yet started

Disclosure history

10 disclosures on file · See FINRA BrokerCheck for full record

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.

Focus Areas

Specialties

Financial Planning

Investment Management

Wealth Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

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

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Other: PROMOTER FEES

Regulatory

SEC/IARD CRD# 4331370

Firm CRD# 130814

View on FINRA BrokerCheck →

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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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