Unclaimed Profile

Robert Murray Palmer

PLANTE MORAN FINANCIAL ADVISORS, LLC·SOUTHFIELD, Michigan

Series 2Clean record16 years registeredPLANTE MORAN FINANCIAL ADVISORS, LLC

3000 TOWN CENTER, SOUTHFIELD, MI 48075CRD# 2661154Firm CRD# 112158

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Robert Murray Palmer · SOUTHFIELD, MI

Registration

CRD #2661154 · PLANTE MORAN FINANCIAL ADVISORS, LLC · 16 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: PLANTE MORAN FINANCIAL ADVISORS, LLC

PLANTE MORAN FINANCIAL ADVISORS

Feb 2010 – Jul 2023

Denver, CO

Registrations & Exams

FINRA examinations passed

Series 2

Registration record

First registered · February 4, 2010

Years registered · 16

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

PLANTE MORAN FINANCIAL ADVISORS, LLC

CRD 112158 · SEC 801-44058

AUM

$20.5B

Regulatory assets under management

Employees

134

17,010 client accounts

Services offered by PLANTE MORAN FINANCIAL ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at PLANTE MORAN FINANCIAL ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does Robert Murray Palmer offer?

Robert Murray Palmer specializes in Financial Planning, Investment Management, Wealth Management.

What are Robert Murray Palmer's credentials?

Robert Murray Palmer is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Robert Murray Palmer located?

Robert Murray Palmer is based in SOUTHFIELD, Michigan, last registered with PLANTE MORAN FINANCIAL ADVISORS, LLC.

How does Robert Murray Palmer charge for services?

Robert Murray Palmer's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is PLANTE MORAN FINANCIAL ADVISORS, LLC?

PLANTE MORAN FINANCIAL ADVISORS, LLC has approximately 134 employees and manages $20.5B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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