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Lawrence H Sidney

Advisor at Palisade Investments, LLC — Zephyr Cove, NV

Updated today

Credentials

Series 66

Experience

7 years

Location

Zephyr Cove, NV 89448-3049

Palisade Investments, LLC logo

Palisade Investments, LLC

Team

Total advisors

7

Across 3 offices

Clients per advisor

83 High

Avg AUM per client

$566,618 Low

HNW client ratio

24% Low

About

Lawrence Sidney is a financial advisor at Palisade Investments, LLC with seven years of industry experience. He holds the Series 66 designation and previously worked at Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. Sidney also has experience outside finance, including entrepreneurship with Hurry Hard elite Apparel, LLC and involvement in sports as part of Bobsled Skeleton Israel. Palisade Investments serves individuals, including high-net-worth clients, and institutional clients with retirement-plan consulting, financial planning, and portfolio management. The firm employs a strategic asset-allocation approach, focusing on diversified portfolios primarily using mutual funds and ETFs, and offers both discretionary and non-discretionary services.

Client services

Based on Palisade Investments, LLC

Financial planning Portfolio management Pension consulting

Expertise

Based on Palisade Investments, LLC

Retirement plans for business owners (SEP, solo 401k) Wealth management Options & derivatives strategies Passive / index investing

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Fee options

Fixed

Negotiated fixed fees possible based on services and assets managed; specific amounts not stated.

Percentage

0.10% to 2.0% annually (negotiable, can vary by account size and other factors)

Other

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.

Location

See office

Zephyr Cove, NV

625 Highway 50, Suite 301

Zephyr Cove NV 89448-3049

Advisors at this office

5

Most active in

California · Nevada · Texas

Work history

7 years of industry experience

Palisade Investments, LLC

2023 - Present • 3 years

Zephyr Cove, NV

Cambridge Investment Research Advisors

2019 - 2023 • 4 years

Fairfield, IA

Cambridge Investment Research, Inc.

2019 - 2023 • 4 years

Fairfield, IA

Cambridge Investment Research, Inc.

2019 - 2023 • 4 years

Fairfield, IA

Hurry Hard elite Apparel, LLC

2017 - 2019 • 2 years

Zephyr Cove, NV

Bobsled Skeleton Israel

2015 - 2018 • 3 years

Winnepeg

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Evan S

Series 65

Alpine Meadows, CA

Alpine Peaks Consulting

Evan Salke is the sole advisor at Alpine Peaks Consulting in Alpine Meadows, CA, holding a Series 65 designation with 15 years of industry experience. He has a long career background including roles at River Ranch Lodge and ongoing involvement with Salke Consulting and Alpine Meadows Ski Corp. Outside of investment advisory, he provides IT consulting, small business accounting, database setup, and web design through his firm. Alpine Peaks Consulting serves individuals, high net worth clients, families, and privately owned businesses, offering financial planning, investment analysis, and portfolio construction. The firm combines fundamental and technical analysis with tailored recommendations and conducts regular account reviews, managing most assets on a non-discretionary basis while also providing non-investment consulting services such as cash flow management and IT system support.

Cash flow / budgeting Founder/Business Owner
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Henry M

Series 63, Series 65

Gardnerville, NV

Heinz Global Asset Management, Inc.

Henry Molloy is a financial advisor with Heinz Global Asset Management, Inc. in Gardnerville, NV, holding Series 63 and Series 65 credentials and 27 years of industry experience. He has been with Heinz Global Asset Management since 2010. Molloy is also the CEO of Wolf Promotions, an art gallery and promotion company, though the business is currently dormant. Heinz Global Asset Management provides discretionary asset management services to high-net-worth individuals, institutions, and endowments, offering tailored portfolios that include a variety of securities. The firm emphasizes regular account supervision and individualized investment strategies combining fundamental and technical analysis.

Active portfolio management
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Alexander H

CFP®, Series 65

Zephyr Cove, NV

La Loma Capital

Alexander Henderson is a CFP® with six years of experience in the financial industry. He is the sole advisor at La Loma Capital, an independent firm based in Zephyr Cove, NV. Henderson has been self-employed since 2008. La Loma Capital is a boutique asset manager serving primarily high-net-worth individuals and trusts with discretionary portfolio management. The firm employs a global macro investment strategy that combines fundamental and technical analysis to create diversified, multi-asset portfolios, often utilizing index exposures along with long and short positions.

Active portfolio management
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Joshua S

CFP®, Series 66

Zephyr Cove, NV

Wealth in Yourself LLC

Joshua St. Laurent is a CFP® professional with 10 years of industry experience, currently serving at Wealth in Yourself LLC. He has previously worked at Fidelity Investments and Strategic Advisers LLC, and also holds a teaching position as an adjunct professor at Golden Gate University, where he facilitates finance and financial life planning courses. Wealth in Yourself LLC provides financial planning and portfolio management primarily for individual clients, focusing on long-term investing with a disciplined, model-based approach that utilizes index funds, ETFs, equities, REITs, and inflation-protected bonds. The firm offers ongoing and discrete planning services, operates with a small client base, and employs a fee structure based on flat fees rather than asset percentages.

College savings (529s, UTMA, etc.) Life insurance needs analysis Retirement income strategy Debt management Wealth management
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Kim N

Series 63, Series 66

Gardnerville, NV

Artience Capital Management, LLC

Kim Nordmo is the principal advisor at Artience Capital Management, LLC, an independent firm based in Gardnerville, NV. He holds Series 63 and Series 66 designations and has 29 years of industry experience. Nordmo has led Artience Capital Management since its founding in 2009. Artience Capital Management provides discretionary portfolio wealth management, sub-advisory services, and financial planning with an emphasis on real estate-related planning. The firm serves individual investors as well as institutional and business clients, focusing on asset allocation and diversification through fundamental analysis and the use of independent sub-advisers.

Wealth management
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Blair S

Series 65

Carson City, NV

Smith, Blair

Blair Smith is the sole advisor at Smith, Blair, an independent firm based in Carson City, NV. He holds a Series 65 designation and has 11 years of industry experience. In addition to his advisory role, Smith offers tax return preparation services. Smith, Blair provides discretionary portfolio management and financial planning to individual clients, managing approximately $6.0 million across around ten accounts. The firm’s investment approach combines technical analysis with a value-focused fundamental strategy, emphasizing securities trading at significant discounts to intrinsic value and currently targeting sectors such as precious metals and alternative media.

Active portfolio management Wealth management
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