Unclaimed Profile

Patrick Lee Baird

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

SIE, Series 3, Series 4, Series 7, Series 24, Series 27, Series 30, Series 31, Series 52TO, Series 53, Series 57TO, Series 63, Series 65, Series 99TOClean record5 years registeredNEWBRIDGE 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. · 5 years registered

Brand Profile

Not yet started

Career History

B. RILEY WEALTH ADVISORS, INC.

Oct 2023 – present

B. RILEY WEALTH MANAGEMENT

Oct 2023 – present

NEWBRIDGE FINANCIAL SERVICES GROUP, INC.

Nov 2021 – Oct 2023

BOCA RATON, FL

NATIONAL ASSET MANAGEMENT, INC.

Jan 2021 – Oct 2021

BOCA RATON, FL

Registrations & Exams

FINRA examinations passed

SIE

Series 3

Series 4

Series 7

Series 24

Series 27

Series 30

Series 31

Series 52TO

Series 53

Series 57TO

Series 63

Series 65

Series 99TO

Registration record

First registered · January 28, 2021

Years registered · 5

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

NEWBRIDGE FINANCIAL SERVICES GROUP, INC.

CRD 130814 · SEC 801-68448

AUM

$566M

Regulatory assets under management

Employees

183

2,506 client accounts

Services offered by NEWBRIDGE FINANCIAL SERVICES GROUP, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at NEWBRIDGE FINANCIAL SERVICES GROUP, INC. →

Introduction

Speak with Patrick

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Patrick is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in BOCA RATON?

Browse all registered financial advisors in BOCA RATON, Florida or claim this profile if it's yours.

Browse BOCA RATON Advisors Are you this advisor? Claim profile

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.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →