Patrick
Baird
Newbridge Financial Services Group, Inc
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About this Advisor
Patrick Baird is a financial advisor who works in Boca Raton, Florida who has 2 years of relevant experience. Baird is currently employed by Newbridge Financial Services Group, Inc. Throughout their career, Baird has worked at Vfinance Investments, Inc, Avatar Securities, LLC, National Asset Management, National Securities Corporation, Newbridge Securities Corporation and Newbridge Financial Services Group, Inc. Baird has Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is approved to operate in Florida. Newbridge Financial Services Group, Inc is a business that has its headquarters in Boca Raton, FL. It has offices in 38 locations and a total of 141 people on staff. It controls $472 million in assets between its 2,184 customer accounts, making it one of the larger financial advisory firms in the country by assets under management. Of its 2,184 accounts, just 10% are held by high-net-worth individuals who have greater than $1 million in assets. Newbridge Financial Services Group, Inc offers a broad range of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Fees charged by financial advisors largely depend on the services provided. Fees billed by Newbridge Financial Services Group, Inc likely consist of some blend of asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Newbridge Financial Services Group, Inc Brokerage Details
$471,970,819
141
2,184
$216,104
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Patrick Baird Work History
Patrick has been registered as a financial advisor for 2 years.*
Newbridge Securities Corporation
Newbridge Financial Services Group, Inc
National Asset Management
Avatar Securities, LLC
National Securities Corporation
Vfinance Investments, Inc
Vfinance Investments, Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Patrick Baird to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Newbridge Financial Services Group, Inc
Boca Raton, FL
Morristown, NJ
Boca Raton, FL
Boca Raton, FL
Boca Raton, FL
Boca Raton, FL
Boca Raton, FL
Boca Raton, FL
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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