Robert Michael Palmer
Investment adviser representative at Focus Partners Wealth, LLC
10 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$181.9BFirm assets
Are you Robert Michael Palmer? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feePerformance-basedOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
10 years in the industry.
- Focus Partners Wealth, LLCJun 2024 to now
- The Colony Group, LLCJun 2024 to now
- Atlas Private Wealth Management, LLCAug 2016 to May 2024
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2012
- Series 65 · Uniform Investment Adviser Law2016
State registrations
Registered as an investment adviser representative in 2 states (NY, TX).
Focus Partners Wealth, LLC
$181.9BAssets managed
62,466Clients
1,049Advisers
14 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
- 3117738
- Firm CRD
- 159289