Robert Michael Palmer

Employer firm

Focus Partners Wealth, LLC CRD 159289

$182B regulatory AUM 1,500 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2016 → 11/2019
  Atlas Private Wealth Management, Llc
  Albany, NY
• 11/2019 → 05/2024
  Atlas Private Wealth Management, Llc
  Albany, NY
• 06/2024 → Present
  The Colony Group, Llc
  Boston, MA

Previous Registrations

• 2016-10-18 → 2024-07-01
  Atlas Private Wealth Management, Llc
  Albany, NY
• 2014-06-23 → 2016-05-16
  Goldman Sachs Wealth Services, L.P.
  Albany, NY

Exams

• S65 Uniform Investment Adviser Law Examination
  2016-10-04
• S66 Uniform Combined State Law Examination
  2012-06-23

Designations

• Certified Financial Planner

Other Names

• Robert Michael Palmer