Sheila
Baird
Kimelman & Baird, LLC
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About this Advisor
Sheila Baird is a financial advisor who works in New York, New York who has 2 years of industry experience. Baird works at Kimelman & Baird, LLC. Their career trajectory has included roles at Daeg Capital Management, LLC and Kimelman & Baird, LLC. Baird maintains a Series 63 license, certifying them as a securities representative, and is approved to work in New York. Kimelman & Baird, LLC is a registered investment business operating out of New York, NY. It controls $1 billion in assets among its 542 customer accounts, placing it among the larger firms in the United States by assets under management. The firm advises six charities and foundations. Of its 542 customer accounts, 43% are held by high-net-worth investors who have greater than $1 million in investable assets. The firm offers a set of services, including financial planning services and portfolio management for individuals and small businesses. Fees for financial management typically depend on which services the firm provides the client. However, fee types billed by Kimelman & Baird, LLC most likely include some combination of asset-based and commission-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Kimelman & Baird, LLC Brokerage Details
$1,253,749,000
7
542
$2,313,190
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Sheila Baird Work History
Sheila has been registered as a financial advisor for 2 years.*
Daeg Capital Management, LLC
Kimelman & Baird, LLC
*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 Sheila 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 Kimelman & Baird, LLC
New York, NY
New York, NY
New York, NY
New York, NY
New York, NY
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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