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Lorraine Renee Salvo

Investment adviser representative at Palisade Capital Management, LP
22 yearsExperience
22 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

22 years in the industry.

  1. Palisade Capital Management, LPOct 2019 to now
  2. Massey, Quick & Co. LLCSep 2004 to now

Designations

  • CFP® certification

Exams passed

No exams in this record.

State registrations

Registered as an investment adviser representative in 22 states (CA, CO, CT, DC, FL, KS, LA, MA, MD, MI, NC, NE, NJ, OH, PA, SC, TX, VA, VI, VT, WA, WI).

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
4056336
Firm CRD
104581
Advisor's SEC record (opens in a new tab)
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