PD
Paul W. Davis
HUDSON VALUE PARTNERS
Palm Beach, FL 33480
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CRD#: 1829693
PD
Professional summary
Paul William Davis is a registered financial advisor currently at HUDSON VALUE PARTNERS, LLC located in Palm Beach, Florida and PRIVATE CLIENT SERVICES, LLC located in Palm Beach, Florida.
Paul is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1988. Paul has worked at 7 firms and has passed the Series 65, Series 63, SIE, Series 3, Series 31 and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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) Hudson Value Partners, 2875 South Ocean Blvd, Suite 200-26, Palm Beach, FL 33480. RIA. Partner, Owner, Chief Investment Officer. 140 hours/mo; 35 during trading hours. 2) HVP Opportunities Fund, LP / HVP Opportunities Fund Management LLC, investment related, 2875 South Ocean Blvd, Suite 200-26, Palm Beach, FL 33480, HVP Opportunities Fund Management LLC is the general partner to HVP Opportunities Fund, LP, which is managed by Hudson Value Partners, LLC (a registered investment adviser), the general partner LLC's duty is to hire a fund manager, in this case Hudson Value Partners, LLC and manage the fund operations, the fund pays Hudson Value Partners, LLC a management fee, like any other of our client accounts, hours per month: 3, hours per month during trading hours: 0, start date 07/15/2021. 3) Independent Insurance Agent; not investment-related; started 05/2019; approximately 1 hour per month, all during securities trading hours.
CRS (Client Relationship Summary) - RIA
Click below to view Paul William Davis's 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®
NoneExperience
Current
June 24, 2019 - Present
HUDSON VALUE PARTNERS, LLC
Office #1: 2875 South Ocean Blvd. Suite 200-26, Palm Beach, FL 33480Office #2: 177 Madison Avenue, Morristown, NJ 07960RIA
CRD#: 301325
Palm Beach, FL
Current
May 17, 2019 - Present
PRIVATE CLIENT SERVICES, LLC
Office #1: 2875 South Ocean Blvd Suite 200-26, Palm Beach, FL 33480Office #2: 177 Madison Avenue, Morristown, NJ 07960RIA
BD
CRD#: 120222
Palm Beach, FL
Past
January 3, 2003 - May 24, 2019
OPPENHEIMER & CO. INC.
RIA
CRD#: 249
FLORHAM PARK, NJ
Past
January 3, 2003 - May 24, 2019
OPPENHEIMER & CO. INC.
BD
CRD#: 249
FLORHAM PARK, NJ
Past
March 2, 2001 - January 3, 2003
CIBC WORLD MARKETS CORP.
RIA
CRD#: 630
FLORHAM PARK, NJ
Past
March 2, 2001 - January 3, 2003
CIBC WORLD MARKETS CORP.
BD
CRD#: 630
NEW YORK, NY
Past
November 3, 1997 - March 16, 2001
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BD
CRD#: 7691
NEW YORK, NY
Past
February 28, 1994 - October 28, 1997
UBS FINANCIAL SERVICES INC.
BD
CRD#: 8174
WEEHAWKEN, NJ
Past
October 17, 1989 - March 9, 1994
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BD
CRD#: 7691
NEW YORK, NY
Past
June 21, 1988 - October 25, 1989
MCLAUGHLIN, PIVEN, VOGEL SECURITIES, INC.
BD
CRD#: 7404
NEW YORK, NY
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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Arizona(5/17/2019)
RR
California(5/17/2019)
RR
Connecticut(5/17/2019)
RR
Florida(5/17/2019)
IAR
Florida(10/23/2023)
RR
Maine(5/17/2019)
RR
Maryland(5/17/2019)
RR
New Hampshire(5/17/2019)
RR
New Jersey(5/17/2019)
IAR
New Jersey(6/24/2019)
RR
New York(5/17/2019)
RR
Texas(8/23/2021)
IAR
Texas(3/28/2025)
RR
Virginia(5/17/2019)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
HV
HUDSON VALUE PARTNERS, LLC
HUDSON EXPLORER BY HVP | HUDSON VALUE PARTNERS, LLC | HUDSON VALLEY PARTNERS
CRD#: 301325 / SEC#: 801-115202
RIA
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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)
Regulatory assets under management
| Total Number of Accounts | 477 |
| 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.
