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Robin Desota

PALISADE INVESTMENTS, LLC·ZEPHYR COVE, Nevada
Unclaimed Profile
625 HIGHWAY 50, ZEPHYR COVE, NV 89448-3049CRD# 2779694Firm CRD# 124776
01

About

Robin Desota is a registered financial advisor based in ZEPHYR COVE, Nevada, affiliated with PALISADE INVESTMENTS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
PALISADE INVESTMENTS, LLC
PALISADE INVESTMENTS, LLC
AUM
$465M
Regulatory assets under management
Employees
7
Total firm employees
View all advisors at PALISADE INVESTMENTS, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 2779694
Firm CRD# 124776
2 disclosures on file
View on FINRA BrokerCheck →

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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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Nearby cities in Nevada
LAS VEGAS (195)RENO (129)HENDERSON (31)INCLINE VILLAGE (26)SPARKS (7)
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