Camden
Newton

Pallas Capital Advisors, LLC

CRD#7214213
Investment Advisor
in Braintree, MA

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About this Advisor

Camden Newton is a financial advisor based in Braintree, Massachusetts with 3 years of industry experience. Newton is an employee of Pallas Capital Advisors, LLC. Over the course of their career, they have held roles at Indiana University, Pnc Bank, Gwm Advisors, LLC, Ladue High School and Pallas Capital Advisors, LLC. Newton holds a Series 65 license, which qualifies them as an investment advisor representative, and is able to serve investors in Massachusetts. Pallas Capital Advisors, LLC is a registered investment business operating out of Braintree, MA. The firm has offices in four locations and a total of 22 financial advisors. It controls $2 billion in total assets across its 2,675 customer accounts, making it one of the largest investment advisory firms in the United States by assets under management. Of its 2,675 customer accounts, 38% are associated with high-net-worth individuals who have greater than $1 million in investable assets. The business performs a wide set of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Fees charged by financial advisors largely depend on which services the firm provides the client. However, fees charged by Pallas Capital Advisors, LLC most likely are comprised of some blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 65

Years Registered*

3 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

45 Braintree Hill Office Park Suite 201
Braintree, MA 02184

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Pallas Capital Advisors, LLC Brokerage Details

Total Assets Under Management

$1,539,021,289

MA Average: $16,012,751,954
Total Number of Employees

22

MA Average: 118
Total Number of Accounts

2,675

MA Average: 4,567
Average Account Size

$575,335

MA Average: $3,506,186

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers

Camden Newton Work History

Camden has been registered as a financial advisor for 3 years.*

2020 - Present (4 years)

Pallas Capital Advisors, LLC

2019 - 2020 (1 year)

Gwm Advisors, LLC

2018 - 2019 (1 year)

Pnc Bank

2014 - 2018 (4 years)

Indiana University

2010 - 2014 (4 years)

Ladue High School

*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 Camden Newton 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

Adam Avila
Newport, RI
Kristen Nunes
Braintree, MA
Jack Mccroken
Braintree, MA
Jason Hughes
Braintree, MA
Richard Mullen
Braintree, MA
Gregory Boyle
Braintree, MA
Ryner Gorowsky
Braintree, MA
Camden Newton
Braintree, MA

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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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