Rebecca Bradshaw Palmer
Investment adviser representative at Fruitful
11 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$25.2MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
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Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
11 years in the industry.
- FruitfulSep 2022 to now
- FuitfulJun 2022 to now
- Ellevest, Inc.Jul 2021 to Jun 2022
- N/aDec 2017 to Jul 2021
- First Republic Investment ManagementOct 2015 to Dec 2017
- First Republic Securities CompanyOct 2015 to Dec 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2015
State registrations
Registered as an investment adviser representative in 2 states (NY, TX).
Fruitful
Legal name: Fruitful Advisory, LLC
$25.2MAssets managed
351Clients
17Advisers
4 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
- 6375952
- Firm CRD
- 322603