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Kelly Lavieri Palmer

ZUCKERMAN INVESTMENT GROUP, LLC·CHICAGO, Illinois
Clean record3 years registeredZUCKERMAN INVESTMENT GROUP, LLC
155 NORTH WACKER DRIVE, CHICAGO, IL 60606CRD# 7147243Firm CRD# 137785

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Kelly Lavieri Palmer · CHICAGO, IL
Registration
CRD #7147243 · ZUCKERMAN INVESTMENT GROUP, LLC · 3 years registered
Brand Profile
Not yet started
01

Career History

NECTARINE
Apr 2024 – present
THE WEALTHY PARENT
Aug 2023 – present
02

Registrations & Exams

Registration record
First registered · August 8, 2023
Years registered · 3
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
ZUCKERMAN INVESTMENT GROUP, LLC
CRD 137785 · SEC 801-65050
AUM
$1.5B
Regulatory assets under management
Employees
18
1,273 client accounts
Services offered by ZUCKERMAN INVESTMENT GROUP, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Pension consulting
Security ratings or pricing services
Market timing services
Client types served by the firm
Per Form ADV
Individuals
Pension & Retirement Plans
High Net Worth Individuals
View all advisors at ZUCKERMAN INVESTMENT GROUP, LLC →
Introduction

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05

Frequently Asked Questions

What services does Kelly Lavieri Palmer offer?
Kelly Lavieri Palmer specializes in Financial Planning, Investment Management, Retirement Planning. Contact their office in CHICAGO, Illinois for a consultation.
What are Kelly Lavieri Palmer's credentials?
Kelly Lavieri Palmer is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Kelly Lavieri Palmer located?
Kelly Lavieri Palmer is based in CHICAGO, Illinois, working with ZUCKERMAN INVESTMENT GROUP, LLC. Their office serves clients in the CHICAGO metropolitan area and surrounding communities.
How does Kelly Lavieri Palmer charge for services?
Kelly Lavieri Palmer's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ZUCKERMAN INVESTMENT GROUP, LLC?
ZUCKERMAN INVESTMENT GROUP, LLC has approximately 18 employees and manages $1.5B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at ZUCKERMAN INVESTMENT GROUP, LLC

Daniel Ross Zuckerman
CHICAGO, IL
William Howard Enoch
CHICAGO, IL
Christopher Robert Harvey
CHICAGO, IL
Michael P Fisherman
CHICAGO, IL

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