Cheryl Palumbo
Cheryl Palumbo is a registered investment advisor at Robert W. Baird & CO. Incorporated, based in Easton, MD, with 24 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
218 N. Washington Street, Suite 37, Easton, MD, 21601
Get directionsHistory
Regulatory History (1)
Customer Dispute
January 2016Other Business Activities
Cheryl is a board member of Saints Peter and Paul Church Finance Council, reviewing investment accounts quarterly. She is also a director at The Orthopedic Center, her husband's primary business, and a commissioner of Easton Utilities, spending minimal time on each.
Employment History
Current Registrations
Robert W. Baird & CO. Incorporated
Robert W. Baird & CO. IncorporatedBroker
Previous Registrations
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Legg Mason Wood Walker INC
Legg Mason Wood Walker, IncorporatedBroker
State Registrations38 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.