Susan Palombo
Susan Palombo is a registered investment advisor at Robert W. Baird & CO. Incorporated, based in Fort Worth, TX, with 13 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
550 Bailey Avenue, Suite 700, Fort Worth, TX, 76107
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Regulatory History (1)
Financial
April 2017Other Business Activities
Susan is an officer of Grant & Palombo Marketing Services, Inc., a business that is being closed. She also serves on committees and as an advisory board member for several charitable organizations, including Jeremiah Program and Impact Austin, dedicating about 10-20% of her time to Impact Austin. Additionally, Susan receives passive income from an oil and gas family business.
Employment History
Current Registrations
Robert W. Baird & CO. Incorporated
Robert W. Baird & CO. Incorporated
Robert W. Baird & CO. IncorporatedBroker
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations23 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.