Frederick E. Palmerton

PALMERTON FINANCIAL SERVICES

Newark, NJ

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CRD#: 4716410

Professional summary

Frederick Elwyn Palmerton MR., who also goes by Frederick Elwyn Palmerton, is a registered financial advisor currently at PALMERTON FINANCIAL SERVICES, LLC located in Newark, New Jersey.

Frederick is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2004. Frederick has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Frederick Elwyn Palmerton

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.

CRS (Client Relationship Summary) - RIA

Click below to view Frederick Elwyn Palmerton MR.'s 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®

None

Experience

Current

January 1, 2006 - Present

PALMERTON FINANCIAL SERVICES, LLC

RIA

CRD#: 124283

Newark, NJ

Past

October 20, 2004 - December 31, 2004

PALMERTON FINANCIAL SERVICES, LLC

RIA

CRD#: 124283

MILLBURN, NJ

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

New Jersey
(1/1/2006)

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Exams

State Security Law Exam

IAR

Series 65

Date: 1/15/2002

Uniform Investment Adviser Law Examination

Current Firm

PALMERTON FINANCIAL SERVICES, LLC

CRD#: 124283 / SEC#:

New Jersey

Registered Investment Advisory firm - (3/12/2002 Approved)

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Contact information

Main Address

Newark, NJ

Mailing Address

Phone number

(973) 493-5079

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	22
AUM (Assets Under Management)	$ 7,002,437

Red Flags

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