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Byron Schoendorf Stinson

Hudson Portfolio Management LLC

Garrison, NY

CRD 4743093

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Employer firm

Hudson Portfolio Management LLC CRD 130021

$186M regulatory AUM 1 advisory clients

Reported services (Item 5G)

  • Portfolio management (individuals)
  • HOURLY OR FIXED FEE NON-MANAGEMENT ADVISORY SERVICES. PORTFOLIO MANAGEMENT FOR CHARITABLE AND NON-PROFIT ENTITIES.

From the firm’s Form ADV. Read the guides:

Current Employers
Hudson Portfolio Management Llc

27 Garrison'S Landing, Garrison, NY 10524-0344 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2021-09-07
  • NY RA
    APPROVED
    Since 2021-09-07

Branch Locations

27 Garrison'S Landing, Garrison, NY 10524-0344 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Hudson Portfolio Management, Llc Garrison NY 12/2003 Present
Hudson Financial Group, Inc. Garrison NY 01/1986 Present
Other Businesses

Hudson Financial Group, Inc., President, since 1986. Provides general, broad-based financial advice and related services such as tax preparation. Spends approximately 1/2 of business time in this capacity.

View on SEC IAPD

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