Question 1

What services does Benjamin Casey Sullivan offer?

Accepted Answer

Benjamin Casey Sullivan specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in FORT LAUDERDALE, Florida for a consultation.

Question 2

What are Benjamin Casey Sullivan's credentials?

Accepted Answer

Benjamin Casey Sullivan is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Question 3

Where is Benjamin Casey Sullivan located?

Accepted Answer

Benjamin Casey Sullivan is based in FORT LAUDERDALE, Florida, working with PALISADES HUDSON ASSET MANAGEMENT, L.P.. Their office serves clients in the FORT LAUDERDALE metropolitan area and surrounding communities.

Question 4

How does Benjamin Casey Sullivan charge for services?

Accepted Answer

Benjamin Casey Sullivan's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

Question 5

How large is PALISADES HUDSON ASSET MANAGEMENT, L.P.?

Accepted Answer

PALISADES HUDSON ASSET MANAGEMENT, L.P. has approximately 18 employees and manages $1.5B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Benjamin Casey Sullivan

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