Advisor at Palisade Investments, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Palisade Investments, LLC
Location
Zephyr Cove, NV 89448-3049
Credentials
Series 66
Industry experience
6 years
Lawrence Sidney is a financial advisor at Palisade Investments, LLC with six years of industry experience. He holds the Series 66 designation and previously worked at Cambridge Investment Research Advisors, Inc. from 2019 to 2023. Outside of his advisory role, he has experience as an insurance representative and was involved with Hurry Hard Elite Apparel, LLC. Palisade Investments serves individual and institutional clients, providing retirement-plan consulting, asset management, and financial planning. The firm emphasizes a strategic asset-allocation approach using diversified portfolios and offers both discretionary and non-discretionary services tailored to client goals.
Based on Palisade Investments, LLC
Based on Palisade Investments, LLC
Negotiated fixed fees possible based on services and assets managed; specific amounts not stated.
0.10% to 2.0% annually (negotiable, can vary by account size and other factors)
Minimum fee: Minimum fees may be imposed on qualified plan clients; specific amounts not stated. Fee-only: Fees are charged as percentage of assets under advisement or fixed fees; no commissions received.
625 Highway 50, Suite 301
Zephyr Cove, NV 89448-3049
California · Nevada · Texas
Palisade Investments, LLC
2023 - Present (3 years)
Cambridge Investment Research Advisors
2019 - 2023 (4 years)
Cambridge Investment Research, Inc.
2019 - 2023 (4 years)
Cambridge Investment Research, Inc.
2019 - 2023 (4 years)
Hurry Hard elite Apparel, LLC
2017 - 2019 (2 years)
Bobsled Skeleton Israel
2015 - 2018 (3 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 65
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Kaitz Investments Inc.
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