Michael Coombe
Michael Coombe is a CFA-designated registered investment advisor at Robert W. Baird & CO. Incorporated, based in Chatham, MA, with 33 years of industry experience. Their practice areas include Investment Management. Their firm serves 228,442 clients with $340B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Baird offers several investment management programs, each with its own fee structure. Because the fees vary significantly depending on the program chosen, it is not possible to provide a single, concise fee summary. Clients should consult the full brochure or their financial advisor for details on specific programs.
Location
Chatham, MA
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Regulatory History (1)
Customer Dispute
January 2022Other Business Activities
Michael is a board member for William Powell Company, Spring Grove Cemetery and Arboretum, and Aprecia Pharmaceuticals Corp, and a trustee for William P Anderson FDTN. He is also a managing member of several LLCs created to pool investments for himself and his brothers, and an LLC member of Sears Point Summer LLC and Lorika Ltd, dedicating minimal time to these activities.
Employment History
Current Registrations
Robert W. Baird & CO. Incorporated
Robert W. Baird & CO. IncorporatedBroker
Robert W. Baird & CO. Incorporated
Previous Registrations
Legg Mason Investment Counsel, LLC
Sena Weller Rohs Williams LLC
Rdsc, LLCBroker
Mcdonald & Company Securities, INC.Broker
Gradison & Company IncorporatedBroker
State Registrations16 states
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