Taylor Leigh Palmer
Investment adviser representative at Argentarii, LLC
10 yearsExperience
1 stateRegistered in
$431.9MFirm assets
2 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 assetsFixed or flat feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
- Pension consulting
Experience
10 years in the industry.
- Argentarii, LLCJul 2024 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJun 2018 to Jul 2024
- LululemonNov 2017 to Nov 2018
- Health CarouselNov 2017 to Jun 2018
- UnemployedAug 2017 to Nov 2017
- Astrix TechnologyMay 2017 to Aug 2017
- UnemployedMar 2017 to May 2017
- MedpaceMay 2016 to Mar 2017
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 1 state (OH).
Argentarii, LLC
$431.9MAssets managed
125Clients
3Advisers
2 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
- 6337506
- Firm CRD
- 332112