AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Advisor Search
Why Advisor Check

We're Here To Help

AdvisorCheck empowers you to find, evaluate, and monitor financial advisors with confidence and clarity.

Advisor Monitoring

Financial advisor's situations can change, sometimes without notice. AdvisorCheck's Monitoring tool helps you avoid surprises and stay on top of your financial health.

Firm Stability Insights

The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

Pricing
For Advisors
Lorraine Renee Salvo

Lorraine R. Salvo

PALISADE CAPITAL MANAGEMENT, LP
Fort Lee, NJ 07024
Some features on this profile are disabled
CRD#: 4056336
Lorraine Renee Salvo

Professional summary

Lorraine Renee Salvo, CFP®, who also goes by Loraine Renee Rovello, Lorraine Renee Rovello, Loraine Renee Salvo, is a registered financial advisor currently at PALISADE CAPITAL MANAGEMENT, LP located in Fort Lee, New Jersey.

Lorraine is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Lorraine has worked at 3 firms and has passed the Series 55 and Series 7 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Loraine Renee Rovello | Lorraine Renee Rovello | Loraine Renee Salvo

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Lorraine Renee Salvo's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®

Certified Financial Planner

Start date: 2007

Experience

Current

October 7, 2019 - Present

PALISADE CAPITAL MANAGEMENT, LP

Office #1: 1 Bridge Plaza N Suite 695, Fort Lee, NJ 07024
RIA
CRD#: 104581
Fort Lee, NJ
Past

November 26, 2012 - September 19, 2019

SIMON QUICK ADVISORS, LLC

RIA
CRD#: 132330
MORRISTOWN, NJ
Past

April 26, 2000 - January 30, 2001

DEUTSCHE IXE, LLC

BD
CRD#: 7172
NEW YORK, NY

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
PC
PALISADE CAPITAL MANAGEMENT, LP
PALISADE CAPITAL MANAGEMENT LLC | PALISADE CAPITAL MANAGEMENT, LP

CRD#: 104581 / SEC#: 801-48401

RIA
Registered Investment Advisory firm - (2/7/1995 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
California
(10/7/2019)
IAR
Colorado
(10/7/2019)
IAR
Connecticut
(10/7/2019)
IAR
District of Columbia
(3/6/2020)
IAR
Florida
(11/4/2019)
IAR
Kansas
(10/7/2019)
IAR
Louisiana
(10/7/2019)
IAR
Maryland
(10/7/2019)
IAR
Massachusetts
(2/7/2020)
IAR
Michigan
(10/7/2019)
IAR
Nebraska
(10/8/2019)
IAR
New Jersey
(11/6/2019)
IAR
North Carolina
(10/7/2019)
IAR
Ohio
(10/7/2019)
IAR
Pennsylvania
(10/7/2019)
IAR
South Carolina
(10/7/2019)
IAR
Texas
(10/7/2019)
IAR
Vermont
(10/8/2019)
IAR
Virgin Islands
(10/8/2019)
IAR
Virginia
(10/7/2019)
IAR
Washington
(10/7/2019)
IAR
Wisconsin
(10/7/2019)

Exams

General Industry/Product Exam
RR
Series 55
Date: 11/7/2000
Limited Representative-Equity Trader Exam
General Industry/Product Exam
RR
Series 7
Date: 4/17/2000
General Securities Representative Examination

Current Firm

PC
PALISADE CAPITAL MANAGEMENT, LP
PALISADE CAPITAL MANAGEMENT LLC | PALISADE CAPITAL MANAGEMENT, LP

CRD#: 104581 / SEC#: 801-48401

RIA
Registered Investment Advisory firm - (2/7/1995 Approved)
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
1 Bridge Plaza North Suite 1095, Fort Lee, NJ 07024-7102
Mailing Address
Phone number
(201) 585-7733
Established
Firm type
Fiscal year end
# of Employees
40

SEC notice filing (52 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

PALISADE CAPITAL MANAGEMENT FORM ADV PART 2A (3/19/2025)

Regulatory assets under management

Total Number of Accounts2,412
AUM (Assets Under Management)$ 4,225,941,279

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

PALISADE CAPITAL MANAGEMENT, LP

CRD#: 104581Fort Lee, NJ 07024

TRUST BUT VERIFY

Monitor Lorraine Salvo

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors

Peter Faulkner Kettle
Peter KettleAdvisorCheck Check Mark
AMERIPRISE FINANCIAL SERVICES, LLC
IAR
RR
Brooklyn, NY
Richard Gaspare Dragotta
Richard DragottaAdvisorCheck Check Mark
LPL FINANCIAL LLC
IAR
RR
Paramus, NJ
Diane E Finnerty
Diane FinnertyAdvisorCheck Check Mark
MORGAN STANLEY
IAR
RR
New York, NY
footer-logo
How We Help
Advisor Search
Find Advisors by State
Blog
Glossary
For Advisors
About Us
Help Center
Terms Of UsePrivacy PolicySubscription Policy
Help Center
AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.© 2025 AdvisorCheck, an AIMR Analytics company. All rights reserved.