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MW

Marianne T. Witte

HUDSON VALUE PARTNERS
Park City, UT
Some features on this profile are disabled
CRD#: 1207642
MW

Professional summary

Marianne Thorne Witte, who also goes by Marianne S Thorne, Marianne Stevenson Thorne, Missy Thorne, Marianne Stevenson Witte, is a registered financial advisor currently at HUDSON VALUE PARTNERS, LLC located in Park City, Utah.

Marianne is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1983. Marianne has worked at 6 firms and has passed the Series 66, Series 65, Series 63, SIE and Series 7 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

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) - RIA

Click below to view Marianne Thorne Witte's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

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

Current

August 3, 2020 - Present

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.

BD
CRD#: 249
NEW YORK, NY
Past

June 30, 2003 - June 8, 2009

QUASAR DISTRIBUTORS, LLC

BD
CRD#: 103848
PORTLAND, ME
Past

September 12, 1989 - March 1, 2002

FAM DISTRIBUTORS, INC.

BD
CRD#: 4100
NEW YORK, NY
Past

June 1, 1984 - May 23, 1984

UBS FINANCIAL SERVICES INC.

BD
CRD#: 8174
Past

December 12, 1983 - June 4, 1984

UBS ASSET MANAGEMENT (US) INC.

BD
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".
HV
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.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Utah
(8/3/2020)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 2/12/2010
Uniform Combined State Law Examination
State Security Law Exam
IAR
Series 65
Date: 3/4/1992
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 12/16/1987
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 10/15/1983
General Securities Representative Examination

Current Firm

HV
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
5

SEC notice filing (12 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ADV PART 2A (3/21/2025)
WRAP FEE BROCHURE (3/21/2025)

Regulatory assets under management

Total Number of Accounts477
AUM (Assets Under Management)$ 530,716,950

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.

Company Information

HUDSON VALUE PARTNERS, LLC

CRD#: 301325Park City, UT

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