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Cheryl Palumbo

Robert W. Baird & CO. Incorporated
25 Years of Experience
Easton, MD
1 DisclosureBroker
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Cheryl Palumbo is a registered investment advisor at Robert W. Baird & CO. Incorporated, based in Easton, MD, with 25 years of industry experience. Cheryl is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Estate Planning, High Net Worth, Investment Management, and 3 more. Their firm serves 241,359 clients with $390B in assets under management.

Robert W. Baird & CO. Incorporated
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2620 advisors
Number of Clients
241,359 clients
Average Client Portfolio
$1.6M average
Assets Under Management
$394.1B

Fee Structure

Investment management only (planning not offered)

Robert W. Baird & Co. charges an ongoing annual fee for portfolio management, which is bundled with trade execution and custody services as part of a wrap fee program. The specific fee amount depends on the chosen program, strategy, and the size of your portfolio, and is generally calculated as a percentage of the assets they manage for you. Additional costs may apply if managers execute trades away from Baird or if you utilize specialized overlay services.

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Location

218 N. Washington Street, Suite 37, Easton, MD, 21601

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
January 2016
Denied
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Other 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
May 2009 - Present · 17 yrs 5 mos
Robert W. Baird & CO. IncorporatedBroker
May 2009 - Present · 17 yrs 5 mos
Previous Registrations
Citigroup Global Markets INC.
February 2006 - May 2009 · 3 yrs 3 mos
Citigroup Global Markets INC.Broker
February 2006 - May 2009 · 3 yrs 3 mos
Legg Mason Wood Walker INC
January 2002 - February 2006 · 4 yrs 1 mo
Legg Mason Wood Walker, IncorporatedBroker
August 2001 - February 2006 · 4 yrs 6 mos
State Registrations38 states
ALAZCACOCTDCDEFLGAILINKSKYLAMAMDMEMOMTNCNHNJNMNYOHOKORPAPRSCSDTNTXVAVTWAWIWV
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
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