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200 Sw First Avenue Suite 800, Fort Lauderdale, FL 33301 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2017-01-21 |
| TX | RA | APPROVED | 2017-01-21 |
Branch Locations
300 First Stamford Place Suite 215, Stamford, CT 06902 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Palisades Hudson Asset Management, L.P. | Stamford | CT | 01/2017 | Present |
| Palisades Hudson Asset Management, L.P. | Scarsdale | NY | 11/2004 | 01/2017 |
1)PALISADES HUDSON FINANCIAL GROUP LLC, 2)NON INVESTMENT-RELATED, 3)300 First Stamford Place, SUITE 215, Stamford, CT 06902, 4)FINANCIAL PLANNING BUSINESS, 5)VICE PRESIDENT, 6)START DATE: JUNE 5, 2000, 7)HOURS PER MONTH DEVOTED TO THIS BUSINESS: 100, 8) 3 HRS/DAY DURING SECURITIES TRADING, 9) DUTIES: TAX PREPARATION AND PLANNING, RETIREMENT PLANNING, ESTATE PLANNING, AND OTHER FINANCIAL PLANNING SERVICES.
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