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Steven Omar Palmer

PRAESAGIO PARTNERS, LLC·RYE, New York
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555 THEODORE FREMD AVENUE, RYE, NY 10580CRD# 2264279Firm CRD# 324996
01

About

Steven Omar Palmer is a registered financial advisor based in RYE, New York, affiliated with PRAESAGIO PARTNERS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Retirement Planning
Wealth Management
Client Types
Individuals
Pension & Retirement Plans
03

Firm Overview

Firm
PRAESAGIO PARTNERS, LLC
PRAESAGIO PARTNERS, LLC
AUM
—
Regulatory assets under management
Employees
10
Total firm employees
View all advisors at PRAESAGIO PARTNERS, LLC →
Services
Portfolio management (individuals)
Pension consulting
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 2264279
Firm CRD# 324996
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Steven Omar Palmer offer?
Steven Omar Palmer specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in RYE, New York for a consultation.
What are Steven Omar Palmer's credentials?
Steven Omar Palmer is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Steven Omar Palmer located?
Steven Omar Palmer is based in RYE, New York, working with PRAESAGIO PARTNERS, LLC. Their office serves clients in the RYE metropolitan area and surrounding communities.
How does Steven Omar Palmer charge for services?
Steven Omar Palmer's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is PRAESAGIO PARTNERS, LLC?
PRAESAGIO PARTNERS, LLC has approximately 10 employees. The firm is registered with the SEC as an investment adviser.
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Research
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