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Robin Desota

Palisade Investments, LLC

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About Robin Desota

Robin Desota is a financial advisor with over 20 years of experience in the industry. Robin is currently registered with Palisade Investments, LLC, and is licensed to provide investment advice in California, Nevada, and Texas. Previously, Robin worked at firms such as Quest Capital Strategies, Inc., ADP Broker-Dealer, Inc., and Dean Witter Reynolds Inc. Robin's areas of specialization include providing financial planning, pension consulting and portfolio management services for individuals and businesses.

Firm Information

Robin Desota 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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Robin Desota’s Registration & Firm History

NV

10/03/2014 - Present

Palisade Investments, LLC (ZEPHYR COVE NV)

CA

01/10/2007 - 10/10/2007

QUEST CAPITAL STRATEGIES, INC. (LAGUNA HILLS CA)

NJ

09/14/1999 - 01/11/2005

ADP BROKER-DEALER, INC. (ROSELAND NJ)

NY

08/26/1996 - 09/21/1998

DEAN WITTER REYNOLDS INC. (PURCHASE NY)

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Licenses & Designations

IA

Issued 08/29/1996

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/29/1996

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/20/1996

Series 31 - Futures Managed Funds Examination

BC

Issued 08/23/1996

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There is public disclosure for Robin Desota. Review regulatory record here.
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