Robert Palmer is a registered investment advisor, based in Pittsburgh, PA, with 6 years of industry experience.
Location
1251 Waterfront Place, Suite 510, Pittsburgh, PA, 15222
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Newedge Securities, LLCBroker
February 2023 - Present · 3 yrs 3 mos
Newedge Advisors
February 2023 - Present · 3 yrs 3 mos
Previous Registrations
Heritage Wealth Advisors
April 2022 - January 2023 · 9 mos
Hefren-Tillotson, INC.Broker
July 2021 - March 2022 · 8 mos
Hefren-Tillotson, INC.
July 2021 - March 2022 · 8 mos
LPL Financial LLCBroker
December 2020 - October 2021 · 10 mos
LPL Financial LLC
December 2020 - October 2021 · 10 mos
Sagepoint Financial, INC.
January 2020 - December 2020 · 11 mos
Sagepoint Financial, INC.Broker
July 2019 - December 2020 · 1 yr 5 mos
State Registrations1 state
PA
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.