Robert
Dipadua
Pallas Capital Advisors, LLC
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About this Advisor
Robert Dipadua is a financial advisor working in Braintree, Massachusetts, who has 1 year of relevant experience. Dipadua is an advisor for Pallas Capital Advisors, LLC. Over the course of their career, Dipadua has held roles at Prudential Insurance Company Of America, Pruco Securities, LLC, Lincoln Financial Advisors Corporation, Lincoln Financial Securities Corporation, New York Life Insurance Co, Nylife Securities LLC and Pallas Capital Advisors, LLC. Dipadua maintains Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is approved to serve investors in Rhode Island. Pallas Capital Advisors, LLC is a financial advisory company operating out of Braintree, MA. The company has offices in four locations and a total of 22 employees. It controls $2 billion in assets between its 2,675 client accounts, making it one of the largest financial advisory firms in the nation by assets under management. Of its 2,675 client accounts, 38% are associated with high-net-worth investors who have more than $1 million in investable assets. The firm has a number of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Fees for financial management are based on which services are provided. Fee types billed by Pallas Capital Advisors, LLC likely include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Pallas Capital Advisors, LLC Brokerage Details
$1,539,021,289
22
2,675
$575,335
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Robert Dipadua Work History
Robert has been registered as a financial advisor for 1 years.*
Pallas Capital Advisors, LLC
Nylife Securities LLC
Lincoln Financial Securities Corporation
New York Life Insurance Co
Lincoln Financial Advisors Corporation
Prudential Insurance Company Of America
Pruco Securities, LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Robert Dipadua to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Pallas Capital Advisors, LLC
Newport, RI
Braintree, MA
Braintree, MA
Braintree, MA
Braintree, MA
Braintree, MA
Braintree, MA
Newport, RI
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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