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Chief Compliance Officer · Palisades Hudson Asset Management, L.P.

Lesley A. Oberstadt

CRD 8227446 · Named on Form ADV at one SEC-registered adviser

At a glance

Palisades Hudson Asset Management, L.P., an SEC-registered wealth manager based in Fort Lauderdale, FL with $1.8 billion in regulatory assets, lists Lesley A. Oberstadt on its Form ADV as Chief Compliance Officer, a control person.

Firms and roles

AtlasMembers

Lesley’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

  • Larry M. ElkinPresident of General Partner, Palisades Hudson Asset Management, L.P.
  • Paul B. JacobsManaging Vice President, Palisades Hudson Asset Management, L.P.
  • Eric A. MeermannSenior Vice President, Palisades Hudson Asset Management, L.P.
  • David P. WaltersSenior Vice President, Palisades Hudson Asset Management, L.P.
  • Benjamin C. SullivanChief Investment Officer/vice President, Palisades Hudson Asset Management, L.P.

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Lesley’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.