David Palamar
Patriot Investment Management Group · New York, New York
David Palamar is a fee-only financial advisor at Patriot Investment Management Group in New York, New York. Patriot Investment Management Group reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
Request an introduction to David →
Facts
| Firm | Patriot Investment Management Group |
|---|---|
| Based in | New York, New York |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $1.91B across 4,197 accounts |
| SEC registration | Investment adviser representative in NY · CRD 1784570 |
| Exams passed | Series 63 (1992) · Series 65 (2021) |
| Firm size | 25 employees |
| Disclosures | None reported |
| Website | www.patriotinvestment.com |
How David's firm compares
- Patriot Investment Management Group's average account is about $454,000, from its Form ADV (assets managed divided by 4,197 accounts).
Request an introduction to David
Tell David a little about what you're looking for. David isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about David
Is David Palamar a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: David holds no broker registration, and Patriot Investment Management Group reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does David charge for financial advice?
David's firm, Patriot Investment Management Group, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is David Palamar based?
David Palamar is based in New York, New York.
Is David Palamar registered with the SEC?
Yes. David Palamar is registered as an investment adviser representative in NY (CRD 1784570), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Patriot Investment Management Group manage?
Patriot Investment Management Group reports $1.91B across 4,197 accounts in assets under management.
How do I contact David Palamar?
Through David's website, www.patriotinvestment.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
See something wrong? Request a correction. Read our methodology.