PDS Wealth Management maintains a relationship with Fidelity Investments, which serves as the primary custodian for clients’ assets. We believe Fidelity offers the most complete package of trusted brand, financial stability and reliable service.
Fidelity is a family-owned and privately held business with deep conservative roots. Fidelity is one of the largest asset custodian and brokerage firms in the world, with more than $7.3 trillion in client assets.*
11300 US HWY 1
Suite 307
Palm Beach Gardens, FL 33408
Office: (561) 440-6280
Fax: (561) 828-2853
Toll Free: (888) 254-0994
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Form Client Relationship Summary ("Form CRS") is a brief summary of the brokerage and advisor services we offer.
HTA Client Relationship Summary
HTS Client Relationship Summary
Hightower Advisors, LLC is a SEC registered investment adviser. Registration as an investment adviser does not imply a certain level of skill or training. Some investment professionals may also be registered with Hightower Securities, LLC and offer securities through Hightower Securities, LLC, member FINRA/SIPC. You can check the background of our firm and investment professionals on brokercheck.finra.org. Unless otherwise indicated relative to a specific award or ranking, Hightower Advisors, LLC does not pay a fee to be considered for any ranking or recognition, but may have paid to publicize rankings obtained and disseminated prior to 11.4.2022. All awards / rankings / ratings obtained and distributed on or after 11.4.2022 will be accompanied by specific disclosure as applicable.
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