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Larry M. Elkin
PALISADES HUDSON ASSET MANAGEMENT, L.P.
Fort Lauderdale, FL 33301
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CRD#: 4369232
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Professional summary
Larry Michael Elkin, CFP® is a registered financial advisor currently at PALISADES HUDSON ASSET MANAGEMENT, L.P. located in Fort Lauderdale, Florida.
Larry is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. Larry has worked at 1 firm .
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
NAME: PALISADES HUDSON FINANCIAL GROUP LLC; NON-INVESTMENT RELATED; ADDRESS: 200 SW FIRST AVENUE SUITE 800, FORT LAUDERDALE FL 33301; NATURE OF BUSINESS: FINANCIAL PLANNING FIRM; POSITION: PRESIDENT AND FOUNDER; DUTIES: MANAGES THE FINANCIAL PLANNING AND TAX ADVISORY BUSINESS; START DATE: 12/1992; HOURS/MONTH DEVOTED TO THIS BUSINESS: 120; HOURS DEVOTED TO THIS BUSINESS DURING SECURITIES TRADING HOURS: 4.5 HOURS/DAY.
CRS (Client Relationship Summary) - RIA
Click below to view Larry Michael Elkin's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 1992
Experience
Current
November 29, 2005 - Present
PALISADES HUDSON ASSET MANAGEMENT, L.P.
Office #1: 200 Sw First Avenue Suite 800, Fort Lauderdale, FL 33301RIA
CRD#: 109134
Fort Lauderdale, FL
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
PH
PALISADES HUDSON ASSET MANAGEMENT, L.P.
PALISADES HUDSON ASSET MANAGEMENT INC | PALISADES HUDSON ASSET MANAGEMENT, L.P.
CRD#: 109134 / SEC#: 801-55677
RIA
Registered Investment Advisory firm - (6/29/1998 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Florida(11/29/2005)
Exams
Current Firm
PH
PALISADES HUDSON ASSET MANAGEMENT, L.P.
PALISADES HUDSON ASSET MANAGEMENT INC | PALISADES HUDSON ASSET MANAGEMENT, L.P.
CRD#: 109134 / SEC#: 801-55677
RIA
Registered Investment Advisory firm - (6/29/1998 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
200 Sw First Avenue Suite 800, Fort Lauderdale, FL 33301
Mailing Address
Phone number
(954) 524-5552
Established
Firm type
Fiscal year end
# of Employees
16
SEC notice filing (10 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 174 |
| AUM (Assets Under Management) | $ 1,655,681,302 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 09/25/2024 | ||
| 01/17/2024 | ||
| 02/15/2023 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
PALISADES HUDSON ASSET MANAGEMENT, L.P.
CRD#: 109134Fort Lauderdale, FL 33301TRUST BUT VERIFY
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