Palmer Capital Advisors, LLC

Broker-DealerFINRA Member
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 is identified in source records as a domestic entity with individual ownership. The firm is categorized as "unclassified" in the available snapshot, and the profile flags several operational attributes: it does not operate as a capital allocator, does not self-identify as an active ESG investor, is not designated a multi-state adviser, and is not noted as newly formed, a pension consultant, or a related adviser. The public footprint for the firm is minimal in the dataset provided. The available indicators point to a very small-scale operation or an entity that does not report typical advisory details such as client segments, fee models, or explicit investment mandates.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

3 of 4
  • Janice Parise

    Janice Parise

    FinOpCRD 2338583

  • Timothy Sing Lung Ng

    Timothy Sing Lung Ng

    Registered RepresentativeCRD 5808373

  • Ross Marlin

    Ross Marlin

    DirectorCRD 6931826

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

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