Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Michael Palmer is a financial advisor with The Colony Group, LLC, a firm with over $50 billion in assets under management. Robert has been in the industry since 1999 and has extensive experience providing financial planning and investment management services to individuals, families, and businesses. Robert is a Certified Financial Planner and holds Series 7 and 66 securities licenses. Robert specializes in working with individuals and families to develop personalized financial plans that help them achieve their financial goals. Robert is a highly respected financial advisor in the industry with a long track record of success.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Tax prep. srvcs, dispute resolution srvcs, family office srvcs, bus. mgmt. srvcs, ins. solutions, credit & cash mgmt solutions..
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
Rev. sharing w/ frs and on eligible credit & cash mgmt solutions
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NY
06/03/2024 - Present
THE Colony Group, LLC (Albany NY)
NY
07/12/1999 - 05/16/2016
MERCER ALLIED COMPANY, L.P. (ALBANY NY)
IA
Issued 10/04/2016
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 06/23/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/16/2016
SIE - Securities Industry Essentials Examination
BC
Issued 07/09/1999
Series 7 - General Securities Representative Examination
Active
Inactive
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