Palmer Capital Advisors, LLC

Broker-DealerFINRA MemberEst. 2017
Total AUM
Advisory reps
4
Avg account
$0

Firm details

Headquarters
New York, New York
CRD number
285420
Registered since
March 20, 2017

Firm profile

FINTRX

Overview

Palmer Capital Advisors, LLC is organized as a limited liability company and appears on SEC records with a 2017 registration date. Public-facing details are limited: the firm is listed with an owner type of domestic entity/individual and is classified as "unclassified" in available snapshots. The firm is not identified as a capital allocator, is not flagged as an active ESG investor, and is not registered as a multi-state adviser. It is also not described as a pension consultant or as a related adviser to another registered entity. Filing fields for client base, fee structure, business activities, and advisory activities are blank in the source data, so there is little public information about how the firm positions its services or its target client segments.

Assets & Accounts

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

3 of 4
  • Janice Parise

    Janice Parise

    FinOpCRD 2338583

  • Kathy Sipinick

    Kathy Sipinick

    FinOpCRD 3248100

  • Timothy Sing Lung Ng

    Timothy Sing Lung Ng

    Registered RepresentativeCRD 5808373

Unlock 1 more contacts

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

New York, NY

New York

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
New York
Address
1290 Avenue Of The Americas
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth