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Lawrence H Sidney

Palisade Investments, LLC

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About Lawrence H Sidney

Lawrence Sidney is a Registered Representative with Palisade Investments, LLC. Lawrence is a financial professional with over 4 years of experience in the industry. Lawrence is currently registered with the state of Nevada, Texas and California. Lawrence has a Series 7TO, Series 66 and SIE license. Lawrence specializes in providing financial planning, portfolio management for individuals and businesses, and pension consulting services. Lawrence also serves as a Board Member for the Boys and Girls Club of Lake Tahoe.

Firm Information

Lawrence Sidney is currently registered with Palisade Investments, LLC. Palisade Investments, LLC is an investment advisor based in ZEPHYR COVE, NV. The firm manages $464,596,426 in regulatory assets under management, with a focus on financial planning, pension consulting, and portfolio management for individuals, businesses, and retirement plans. The firm primarily serves high-net-worth individuals, pension and profit-sharing plans, and individuals other than high-net-worth.
Palisade Investments, LLC

625 HIGHWAY 50

ZEPHYR COVE, NV 89448-3049

$464.60M

Assets Under Management

Not reported

Total Clients

5

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Lawrence Sidney’s Registration & Firm History

NV

03/21/2023 - Present

Palisade Investments, LLC (ZEPHYR COVE NV)

NV

08/27/2019 - 03/27/2023

CAMBRIDGE INVESTMENT RESEARCH, INC. (Reno NV)

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Licenses & Designations

BOTH

Issued 09/25/2019

Series 66 - Uniform Combined State Law Examination

BC

Issued 08/27/2019

Series 7TO - General Securities Representative Examination

BC

Issued 07/17/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Lawrence H Sidney.
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