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Christopher Paul Davis

HUDSON VALUE PARTNERS, LLC·PALM BEACH, Florida
SIE, Series 7, Series 66Clean record9 years registeredHUDSON VALUE PARTNERS, LLC
2875 SOUTH OCEAN BLVD., PALM BEACH, FL 33480CRD# 6676112Firm CRD# 301325

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Christopher Paul Davis · PALM BEACH, FL
Registration
CRD #6676112 · HUDSON VALUE PARTNERS, LLC · 9 years registered
Brand Profile
Not yet started
01

Career History

HUDSON VALUE PARTNERS, LLC
Jun 2019 – present
OPPENHEIMER & CO. INC.
Oct 2016 – May 2019
FLORHAM PARK, NJ
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 66
Registration record
First registered · October 7, 2016
Years registered · 9
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
HUDSON VALUE PARTNERS, LLC
CRD 301325 · SEC 801-115202
AUM
$421M
Regulatory assets under management
Employees
4
400 client accounts
Services offered by HUDSON VALUE PARTNERS, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Publication of periodicals/newsletters
Market timing services
Client types served by the firm
Per Form ADV
Individuals
Pension & Retirement Plans
High Net Worth Individuals
View all advisors at HUDSON VALUE PARTNERS, LLC →
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05

Frequently Asked Questions

What services does Christopher Paul Davis offer?
Christopher Paul Davis specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in PALM BEACH, Florida for a consultation.
What are Christopher Paul Davis's credentials?
Christopher Paul Davis is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Christopher Paul Davis located?
Christopher Paul Davis is based in PALM BEACH, Florida, working with HUDSON VALUE PARTNERS, LLC. Their office serves clients in the PALM BEACH metropolitan area and surrounding communities.
How does Christopher Paul Davis charge for services?
Christopher Paul Davis's firm is compensated through percentage of aum, hourly charges, fixed fees, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is HUDSON VALUE PARTNERS, LLC?
HUDSON VALUE PARTNERS, LLC has approximately 4 employees and manages $421M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at HUDSON VALUE PARTNERS, LLC

Paul William Davis
PALM BEACH, FL

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