Brianna Taylor Aviles
Investment adviser representative at Palisades Hudson Asset Management, L.P.
11 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$1.8BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
11 years in the industry.
- Palisades Hudson Asset Management, L.P.Aug 2022 to now
- Florida Atlantic UniversityAug 2019 to Aug 2022
- West Boca Raton High SchoolAug 2015 to May 2019
Designations
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (FL).
Palisades Hudson Asset Management, L.P.
$1.8BAssets managed
151Clients
8Advisers
28 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7392448
- Firm CRD
- 109134