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Camden Link Newton

Investment adviser representative at Pallas Capital Advisors, LLC
20 yearsExperience
1 stateRegistered in
$4.3BFirm assets
5 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

Experience

20 years in the industry.

  1. Pallas Capital Advisors, LLCNov 2020 to now
  2. Gwm Advisors, LLCDec 2019 to Nov 2020
  3. PNC BankJun 2018 to Nov 2019
  4. Full-time StudentAug 2006 to May 2018

Exams passed

  • Series 65 · Uniform Investment Adviser Law2020

State registrations

Registered as an investment adviser representative in 1 state (MA).

Pallas Capital Advisors, LLC

$4.3BAssets managed
1,221Clients
28Advisers
5 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
7214213
Firm CRD
310327
Advisor's SEC record (opens in a new tab)
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