Robert Joseph Palmer
Investment adviser representative at Newedge Advisors
14 yearsExperience
1 stateRegistered in
$43.2BFirm assets
12 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 assetsHourlyFixed or flat fee
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
14 years in the industry.
- Newedge AdvisorsFeb 2023 to now
- Newedge Securities Inc.Feb 2023 to now
- Heritage Wealth AdvisorsMar 2022 to Jan 2023
- Hefren-tillotson, Inc.Jul 2021 to Mar 2022
- D'ambrosio Financial AdvisorsJan 2021 to Jul 2021
- Lewis, Mcbeth & D'ambrosio LLPAug 2018 to Dec 2020
- BNY MellonFeb 2018 to Jul 2018
- West Virginia UniversityAug 2012 to Feb 2018
Exams passed
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 1 state (PA).
Newedge Advisors
Legal name: Newedge Advisors, LLC
$43.2BAssets managed
49,898Clients
603Advisers
12 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
- 6998337
- Firm CRD
- 171351