PALLADIUM EQUITY PARTNERS ADVISOR, LLC

NEW YORK, New York·15 registered advisors·CRD# 159061
SEC# 801-738652212-218-5150
01

Firm Overview

AUM
$3.7B
Regulatory assets under management
Employees
51
Total firm employees
Advisors
15
Registered representatives
02

Services & Fees

Advisory Services
Pension consulting
Compensation
Percentage of AUM
Performance-based fees
Other: ADVISORY, MONITORING AND SIMILAR FEES
03

Specialties

Retirement Planning
04

Advisors at PALLADIUM EQUITY PARTNERS ADVISOR, LLC

15 registered advisors
Adam Lee Shebitz
NEW YORK, New York
Alejandro Ventosa
NEW YORK, New York
Caleb Hodges Clark
NEW YORK, New York
Christopher Scott Allen
NEW YORK, New York
Daniel (nmn) Ilundain
NEW YORK, New York
Dominick Daniel Barbieri
NEW YORK, New York
Eugenie Marie Cesar-Fabian
NEW YORK, New York
Eugenie Marie Cesar-Fabian
NEW YORK, New York
Justin Ryan Green
NEW YORK, New York
Kevin Louis Reymond
NEW YORK, New York
Leon (nmn) Brujis
NEW YORK, New York
Marcos Alejandro Rodriguez
NEW YORK, New York
Nancy Ann Mitchell
NEW YORK, New York
Susan Searles Lyons
NEW YORK, New York
Suzanne (nmn) Wong
NEW YORK, New York
05

Office Locations

NEW YORK, New York
15 advisors

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Data sourced from SEC Form ADV filings. PALLADIUM EQUITY PARTNERS ADVISOR, LLC (CRD# 159061) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.