Marianne T. Witte

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CRD#: 1207642

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Marianne Thorne Witte, who also goes by Marianne S Thorne, Marianne Stevenson Thorne, Missy Thorne, Marianne Stevenson Witte, was a registered financial professional .

Marianne is a previously registered financial professional and started their career in finance in 1983. Marianne had worked at 6 firms and has passed the Series 66, Series 65, Series 63, SIE and Series 7 exams.

Aliases

Marianne S Thorne | Marianne Stevenson Thorne | Missy Thorne | Marianne Stevenson Witte

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1) Since 1996 have been the trustee for family trusts. Less than 1 hour per month is devoted to these trusts; all of the time during security trading hours. 2) Since 2019, I have served on the investment Committee of the Somerset Hills Community Health Foundation located at 35 Knox Hill Road Morristown, NJ 07963. My duties include approving/disapproving recommendations made by the investment manager. Less than 1 hour per month is devoted to this entity; none of the time during security trading hours.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Past

August 3, 2020 - October 2, 2026

HUDSON VALUE PARTNERS, LLC

RIA

CRD#: 301325

Park City, UT

Past

February 15, 2010 - August 7, 2020

OPPENHEIMER & CO. INC.

RIA

CRD#: 249

HERBER CITY, UT

Past

January 5, 2010 - August 7, 2020

OPPENHEIMER & CO. INC.

CRD#: 249

NEW YORK, NY

Past

June 30, 2003 - June 8, 2009

QUASAR DISTRIBUTORS, LLC

CRD#: 103848

PORTLAND, ME

Past

September 12, 1989 - March 1, 2002

FAM DISTRIBUTORS, INC.

CRD#: 4100

NEW YORK, NY

Past

June 1, 1984 - May 23, 1984

UBS FINANCIAL SERVICES INC.

CRD#: 8174

Past

December 12, 1983 - June 4, 1984

UBS ASSET MANAGEMENT (US) INC.

CRD#: 583

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

HUDSON VALUE PARTNERS, LLC

HUDSON EXPLORER BY HVP | HUDSON VALUE PARTNERS, LLC | HUDSON VALLEY PARTNERS

CRD#: 301325 / SEC#: 801-115202

RIA

Registered Investment Advisory firm - (5/10/2019 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

What does exam status mean?

State Security Law Exam

Series 66

Status Unavailable

Passed: 2/12/2010

Uniform Combined State Law Examination

State Security Law Exam

Series 65

Status Unavailable

Passed: 3/4/1992

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Status Unavailable

Passed: 12/16/1987

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Status Unavailable

Passed: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Status Unavailable

Passed: 10/15/1983

General Securities Representative Examination

Current Firm

HUDSON VALUE PARTNERS, LLC

HUDSON EXPLORER BY HVP | HUDSON VALUE PARTNERS, LLC | HUDSON VALLEY PARTNERS

CRD#: 301325 / SEC#: 801-115202

RIA

Registered Investment Advisory firm - (5/10/2019 Approved)

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Contact information

Main Address

2875 South Ocean Blvd. Suite 200-26, Palm Beach, FL 33480

Mailing Address

Phone number

(646) 343-9772

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (12 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A (3/26/2026)

WRAP FEE BROCHURE (3/26/2026)

Regulatory assets under management

Total Number of Accounts	547
AUM (Assets Under Management)	$ 678,337,967

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Firm Stability Insights

Marianne T. Witte

Professional summary

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

OPPENHEIMER & CO. INC.

OPPENHEIMER & CO. INC.

QUASAR DISTRIBUTORS, LLC

FAM DISTRIBUTORS, INC.

UBS FINANCIAL SERVICES INC.

UBS ASSET MANAGEMENT (US) INC.

Primary Firm SEC Registration

HUDSON VALUE PARTNERS, LLC

State Registrations and Notice Filings

Exams

Series 66

Passed: 2/12/2010

Series 65

Passed: 3/4/1992

Series 63

Passed: 12/16/1987

SIE

Passed: 10/1/2018

Series 7

Passed: 10/15/1983

Current Firm

HUDSON VALUE PARTNERS, LLC

Contact information

SEC notice filing (12 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

HUDSON VALUE PARTNERS, LLC

TRUST BUT VERIFY

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