Palisades Hudson Asset Management, LP

Palisades Hudson Asset Management, LP (CRD# 109134) is a financial advisory firm headquartered in Fort Lauderdale, FL. They manage $1,193,798,741 in 118 accounts and serve the financial needs of clients across 6 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,194
    MILLION
  • Total Number of Accounts
    118
    ACCOUNTS
  • Average Account Value
    $10,116,938
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, NJ, NY, OR, TX

Financial Advisors at Palisades Hudson Asset Management, LP
Showing 1 - 7 of 7 top financial advisors.
1
Melinda C. Kibler
CRD#: 5869315
200 Sw First Avenue, Suite 1250, Fort Lauderdale, FL 33301
93
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
110 East Broward Boulevard, Suite 1620, Fort Lauderdale, FL 33301
90
Wealthminder
score

Paul Jacobs (CRD# 5244873) 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. 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
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.

7
David P. Walters
CRD#: 5680186
Lake Oswego, OR
90
Wealthminder
score

David Walters (CRD# 5680186) is an Investment Advisor Representative working at Palisades Hudson Asset Management, LP in Lake Oswego, 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.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Disclosure
Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.