David E Palamar
Investment adviser representative at Patriot Investment Management Group Inc
25 yearsExperience
1 stateRegistered in
$1.9BFirm assets
28 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
25 years in the industry.
- Patriot Investment Management Group Inc.Mar 2021 to now
- UnemployedNov 2020 to Feb 2021
- JP Morgan Securities IncMay 2001 to Nov 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law1992
- Series 65 · Uniform Investment Adviser Law2021
State registrations
Registered as an investment adviser representative in 1 state (NY).
Patriot Investment Management Group Inc
$1.9BAssets managed
1,559Clients
15Advisers
28 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1784570
- Firm CRD
- 112155