Robin Desota, financial advisor Zephyr Cove NV

Robin Desota

CRD Number: 2779694
Current Firm: Palisade Investments, LLC

Robin Desota (CRD# 2779694) is an Investment Advisor Representative working at Palisade Investments, LLC in Zephyr Cove, NV and has over 27 years of experience in the finance industry.

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Company Name Location Dates Years
Palisade Investments Zephyr Cove, NV Jun 1998 - Current 25
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 1996
S65 NASAA Investment Advisors Law Examination Aug 1996
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Robin Desota
Phone Number: 775-299-4600
Registered State(s):
  • CA
  • NV
  • TX
By the Numbers
  • Total Assets Under Management
    394
    MILLIONS
  • Total Number of Accounts
    801
    ACCOUNTS
  • Average Account Value
    $491,285
Compensation Options
  • A percentage of assets under your management
  • 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
  • Pension consulting services
Types of Clients
Registered States

CA, CO, MI, NV, TX, WA

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