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Robin Desota

PALISADE INVESTMENTS, LLC·ZEPHYR COVE, Nevada
Series 7, Series 31, Series 63, Series 6521 years registeredPALISADE INVESTMENTS, LLC
625 HIGHWAY 50, ZEPHYR COVE, NV 89448-3049CRD# 2779694Firm CRD# 124776

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Robin Desota · ZEPHYR COVE, NV
Registration
CRD #2779694 · PALISADE INVESTMENTS, LLC · 21 years registered
Brand Profile
Not yet started
01

Career History

PALISADE INVESTMENTS, LLC
Sep 2004 – present
QUEST CAPITAL STRATEGIES, INC.
Jan 2007 – Oct 2007
ZEPHYR COVE, NV
02

Registrations & Exams

FINRA examinations passed
Series 7
Series 31
Series 63
Series 65
Registration record
First registered · September 3, 2004
Years registered · 21
03

Disclosure History

1986Criminal·Final Disposition

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

04

Firm Overview

Firm
PALISADE INVESTMENTS, LLC
CRD 124776 · SEC 801-80001
AUM
$465M
Regulatory assets under management
Employees
7
1,144 client accounts
Services offered by PALISADE INVESTMENTS, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at PALISADE INVESTMENTS, LLC →
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05

Frequently Asked Questions

What services does Robin Desota offer?
Robin Desota specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in ZEPHYR COVE, Nevada for a consultation.
What are Robin Desota's credentials?
Robin Desota is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Robin Desota located?
Robin Desota is based in ZEPHYR COVE, Nevada, working with PALISADE INVESTMENTS, LLC. Their office serves clients in the ZEPHYR COVE metropolitan area and surrounding communities.
How does Robin Desota charge for services?
Robin Desota'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 PALISADE INVESTMENTS, LLC?
PALISADE INVESTMENTS, LLC has approximately 7 employees and manages $465M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Nevada
LAS VEGAS (95)RENO (67)HENDERSON (22)INCLINE VILLAGE (5)CARSON CITY (4)SPARKS (3)PAHRUMP (2)GLENBROOK (2)ELKO (2)MINDEN (2)
City Guides
LAS VEGAS GuideRENO GuideHENDERSON GuideINCLINE VILLAGE GuideCARSON CITY Guide
Research
Advisor Fees in NevadaNational Fee Analysis
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