Robert
Palmer

Newedge Advisors

CRD#6998337
Investment Advisor
in Pittsburgh, PA

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Robert Palmer is a financial advisor operating out of Pittsburgh, Pennsylvania. Palmer is currently employed by Newedge Advisors. During their career, Palmer has held roles at Bny Mellon, Pizza Hut, Lewis, Mcbeth & D'Ambrosio Llp, West Virginia University, Hefren-Tillotson, Inc, Heritage Wealth Advisors, D'Ambrosio Financial Advisors, Newedge Securities Inc and Newedge Advisors. Palmer has a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and can operate in Pennsylvania. Newedge Advisors is an advisory business that has its headquarters in New Orleans, LA. The investment advisory business has offices in 99 locations and a total of 499 financial advisors. It has $13 billion in assets under management between its 48,067 customer accounts, making it one of the biggest financial advisory firms in the nation by assets under management. The firm serves 114 charities and foundations. Of its 48,067 customer accounts, 27% belong to high-net-worth individuals who have greater than $1 million in assets available to invest. Newedge Advisors offers a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Fees for financial advisory services typically depend on which service is provided. However, fee types billed by Newedge Advisors most likely include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66

Years Registered*

less than 1 year

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

1251 Waterfront Place, Suite 510
Pittsburgh, PA 15222

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Newedge Advisors Brokerage Details

Total Assets Under Management

$12,683,180,123

PA Average: $486,181,852
Total Number of Employees

499

PA Average: 13
Total Number of Accounts

48,067

PA Average: 722
Average Account Size

$263,865

PA Average: $673,382

Investment Advisory Services

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

Robert Palmer Work History

Robert has been registered as a financial advisor for 0 years.*

2023 - Present (1 year)

Newedge Securities Inc

2023 - Present (1 year)

Newedge Advisors

2022 - 2023 (1 year)

Heritage Wealth Advisors

2021 - 2022 (1 year)

Hefren-Tillotson, Inc

2021 - 2021 (< 1 year)

D'Ambrosio Financial Advisors

2018 - 2018 (< 1 year)

Bny Mellon

2018 - 2020 (2 years)

Lewis, Mcbeth & D'Ambrosio Llp

2013 - 2015 (2 years)

Pizza Hut

2012 - 2018 (6 years)

West Virginia University

*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 Palmer 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 Newedge Advisors

Nita Pastor
New Orleans, LA
Barbara Garcia
New Orleans, LA
Anthony Panuccio
New Orleans, LA
Cline Reasor
Virginia Beach, VA
Kathaleen Muilwyk
New Orleans, LA
Robert Brandt
Newburyport, MA
Caleb Rodriguez
San Diego, CA
Jennifer Kahl
New Orleans, LA

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.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

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.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started