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Samantha Sara delay Palm

Parnassus Investments, LLC

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About Samantha Sara delay Palm

Samantha Palm has been an active Investment Advisor Representative since 2021. Samantha's background includes experience working at Parnassus Funds Distributor, LLC and Wells Fargo Securities, LLC. Samantha currently works at Parnassus Investments, LLC in San Francisco, California. Samantha is registered in California as an Investment Advisor Representative. Samantha is Series 66, Series 7TO, SIE, Series 87, and Series 86 licensed.

Firm Information

Samantha Palm is currently registered with Parnassus Investments, LLC. Parnassus Investments, LLC is a San Francisco, CA-based investment advisor with over $46 billion in regulatory assets under management. The firm provides portfolio management services to individuals, businesses, pooled investment vehicles, investment companies, and other investment advisors. Parnassus Investments' client base includes high-net-worth individuals, insurance companies, charitable organizations, pension and profit-sharing plans, and sovereign wealth funds.
Parnassus Investments, LLC

1 MARKET STREET

SAN FRANCISCO, CA 94105

$46.52B

Assets Under Management

8

Total Clients

17

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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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.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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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percentage of assets

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

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Samantha Palm’s Registration & Firm History

CA

12/10/2021 - Present

Parnassus Investments, LLC (SAN FRANCISCO CA)

CA

06/06/2013 - 12/31/2021

PARNASSUS FUNDS DISTRIBUTOR, LLC (San Francisco CA)

CA

05/15/2009 - 03/22/2013

WELLS FARGO SECURITIES, LLC (SAN FRANCISCO CA)

WI

08/24/2006 - 03/31/2008

ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)

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Licenses & Designations

BOTH

Issued 10/31/2006

Series 66 - Uniform Combined State Law Examination

BC

Issued 03/11/2024

Series 7TO - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/20/2006

Series 87 - Research Analyst Exam - Part II Regulations Module

BC

Issued 10/04/2006

Series 86 - Research Analyst Exam - Part I Analysis Module

BC

Issued 08/23/2006

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Samantha Sara delay Palm.
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