Robert Palmer, financial advisor Albany NY

Robert Palmer

CRD Number: 3117738
Current Firm: Atlas Private Wealth Management, LLC

Robert Palmer (CRD# 3117738) is an Investment Advisor Representative working at Atlas Private Wealth Management, LLC in Albany, NY and has over 11 years of experience in the finance industry. Robert Palmer has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Atlas Private Wealth Management, LLC Albany, NY Nov 2019 - Current 4
Atlas Private Wealth Management, LLC Albany, NY Aug 2016 - Nov 2019 3
The Ayco Company Albany, NY Feb 1999 - May 2016 17
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jun 2012
S65 NASAA Investment Advisors Law Examination Oct 2016
Contact Info for Robert M. Palmer
Phone Number: (518) 482-5777
Registered State(s):
  • NY
  • TX
By the Numbers
  • Total Assets Under Management
    1,112
    MILLIONS
  • Total Number of Accounts
    3,606
    ACCOUNTS
  • Average Account Value
    $308,434
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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