William N. Hudson
Professional summary
William Norton Hudson III, CFP®, who also goes by William Norton Hudson, William Hudson, is a registered financial advisor currently at HUDSON ADVISOR SERVICES, INC. located in Buffalo, New York and HUDSON CAPITAL ADVISORY, INC. located in Buffalo, New York.
William is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1998. William has worked at 8 firms and has passed the Series 66, Series 7, Series 6 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view William Norton Hudson III's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2008
Experience
August 6, 2013 - Present
HUDSON ADVISOR SERVICES, INC.
Office #1: 237 Main Street Ste 600, Buffalo, NY 14203June 18, 2021 - Present
HUDSON CAPITAL ADVISORY, INC.
Office #1: 237 Main Street, Buffalo, NY 14203September 17, 2025 - Present
MILLER, GESKO & COMPANY INC.
Office #1: 237 Main Street, Buffalo, NY 14203May 21, 2004 - December 31, 2024
HUDSON ADVISOR SERVICES, INC.
August 20, 2003 - December 13, 2005
INSIGHT SECURITIES, INC.
January 31, 2003 - May 22, 2003
CARLIN EQUITIES, LLC
June 19, 2001 - February 4, 2003
INSIGHT SECURITIES, INC.
June 13, 2001 - February 23, 2005
MONETARY MANAGEMENT CORPORATION
March 29, 2001 - June 18, 2001
JERO LTD.
February 2, 1998 - November 18, 1998
FRANKLIN/TEMPLETON DISTRIBUTORS, LLC
Primary Firm SEC Registration
HUDSON ADVISOR SERVICES, INC.
CRD#: 107769 / SEC#: 801-54763
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(8/6/2013)
(1/9/2025)
(6/18/2021)
Exams
Current Firm
HUDSON ADVISOR SERVICES, INC.
CRD#: 107769 / SEC#: 801-54763
Contact information
SEC notice filing (12 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 699 |
| AUM (Assets Under Management) | $ 312,223,408 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/27/2025 | ||
| 12/19/2024 | ||
| 12/21/2023 | ||
| 12/08/2022 |
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 ADVISOR SERVICES, INC.
CRD#: 107769Buffalo, NY 14203TRUST BUT VERIFY
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