Palisades Hudson Asset Management, LP

Palisades Hudson Asset Management, LP (CRD# 109134) is a financial advisory firm headquartered in Fort Lauderdale, FL. They manage $1,291,792,318 in 151 accounts and serve the financial needs of clients across 9 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,292
    MILLION
  • Total Number of Accounts
    151
    ACCOUNTS
  • Average Account Value
    $8,554,916
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CT, FL, GA, NJ, NY, OR, SC, TX, VT

Financial Advisors at Palisades Hudson Asset Management, LP
Showing 1 - 8 of 8 top financial advisors.
1
Melinda C. Kibler
CRD#: 5869315
200 Sw First Avenue, Suite 1250, Fort Lauderdale, FL 33301
96
Wealthminder
score

Melinda Kibler (CRD# 5869315) is an Investment Advisor Representative working at Palisades Hudson Asset Management, LP in Fort Lauderdale, FL and has over 5 years of experience in the finance industry. Melinda Kibler has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Anthony D. Criscuolo
CRD#: 5996253
110 East Broward Boulevard, Suite 1620, Fort Lauderdale, FL 33301
90
Wealthminder
score

Anthony Criscuolo (CRD# 5996253) is an Investment Advisor Representative working at Palisades Hudson Asset Management, LP in Fort Lauderdale, FL and has 1 year of experience in the finance industry. Anthony Criscuolo has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Larry M. Elkin
CRD#: 4369232
200 Sw First Avenue, Suite 1250, Fort Lauderdale, FL 33301
90
Wealthminder
score

Larry Elkin (CRD# 4369232) is an Investment Advisor Representative working at Palisades Hudson Asset Management, LP in Fort Lauderdale, FL and has 1 year of experience in the finance industry. Larry Elkin has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
Shomari D. Hearn
CRD#: 5026079
200 Sw 1st Avenue, Suite 1250, Fort Lauderdale, FL 33301
90
Wealthminder
score

Shomari Hearn (CRD# 5026079) is an Investment Advisor Representative working at Palisades Hudson Asset Management, LP in Fort Lauderdale, FL and has 1 year of experience in the finance industry. Shomari Hearn has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

5
Paul B. Jacobs
CRD#: 5244873
3340 Peachtree Road Ne, Suite 1545, Atlanta, GA 30326
90
Wealthminder
score

Paul Jacobs (CRD# 5244873) is an Investment Advisor Representative working at Palisades Hudson Asset Management, LP in Atlanta, GA and has 1 year of experience in the finance industry. Paul Jacobs has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

6
Eric Meermann
CRD#: 5312891
300 First Stamford Place, Suite 215, Stamford, CT 06902
90
Wealthminder
score

Eric Meermann (CRD# 5312891) is an Investment Advisor Representative working at Palisades Hudson Asset Management, LP in Stamford, CT and has 1 year of experience in the finance industry. Eric Meermann has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

7
Benjamin C. Sullivan
CRD#: 6615322
100 Congress Avenue, Suite 2000, Austin, TX 78701
90
Wealthminder
score

Benjamin Sullivan (CRD# 6615322) is an Investment Advisor Representative working at Palisades Hudson Asset Management, LP in Austin, TX and has 1 year of experience in the finance industry. Benjamin Sullivan has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

8
David P. Walters
CRD#: 5680186
One World Trade Center, 121 Sw Salmon Street, 11th Floor, Pmb #1211, Portland, OR 97204
90
Wealthminder
score

David Walters (CRD# 5680186) is an Investment Advisor Representative working at Palisades Hudson Asset Management, LP in Portland, OR and has 1 year of experience in the finance industry. David Walters has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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