Kelly Marie Lynch-moloney
Investment adviser representative at Palisade Capital Management, LP
12 yearsExperience
9 statesRegistered in
CFP® certificationDesignation
$3.9BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feePerformance-basedOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
12 years in the industry.
- Palisade Capital Management, LPDec 2025 to now
- Orange Investment Advisors, Inc.Oct 2025 to Dec 2025
- Hudson Valley Investment Advisors, Inc.Oct 2014 to Oct 2025
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2000
State registrations
Registered as an investment adviser representative in 9 states (CA, CO, FL, MA, ME, NC, NJ, NY, PA).
Palisade Capital Management, LP
$3.9BAssets managed
1,754Clients
12Advisers
31 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
- 2566232
- Firm CRD
- 104581