Sara H. Hudson

FAIRPORT ADVISORS

NEW YORK, NY

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CRD#: 4363067

Professional summary

Sara Hunter Hudson, who also goes by Sally Hudson, is a registered financial advisor currently at FAIRPORT ADVISORS, INC. located in New York, New York and FAIRPORT CAPITAL, INC. located in Boca Raton, Florida.

Sara is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2002. Sara has worked at 5 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Sally Hudson

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.

THE MOUNT, 2 PLUNKETT ST., LENOX, MASS 01240. DEVELOPMENT AND FUNDRAISING OF HIGH NET WORTH CLIENTEL FOR A CHARITY NOT-FOR- PROFIT ORGANIZATION. NOT SECURITIES RELATED. 20 HOURS/WEEK. FAIRPORT ADVISORS, INC. A REGISTERED INVESTMENT ADVISOR. INVESTMENT RELATED. 20 HOURS/MONTH. LOCATION: 9141 E. HIDDEN SPUR TRAIL, SCOTTSDALE AZ. FLEET WEALTH GROUP DBA FAIRPORT ADVISORS, INC.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Sara Hunter Hudson'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®

None

Experience

Current

February 10, 2011 - Present

FAIRPORT ADVISORS, INC.

RIA

CRD#: 117177

NEW YORK, NY

Current

February 4, 2011 - Present

FAIRPORT CAPITAL, INC.

CRD#: 15034

BOCA RATON, FL

Past

July 21, 2008 - February 17, 2009

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

NEW YORK, NY

Past

July 21, 2008 - February 17, 2009

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

NEW YORK, NY

Past

March 18, 2008 - June 26, 2008

MORGAN STANLEY & CO. LLC

RIA

CRD#: 8209

NEW YORK, NY

Past

December 11, 2007 - June 26, 2008

MORGAN STANLEY & CO. LLC

CRD#: 8209

NEW YORK, NY

Past

May 9, 2002 - November 4, 2003

BNY INVESTMENT CENTER INC.

CRD#: 47683

NEW YORK, NY

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.

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

IAR

Connecticut
(2/10/2011)

New York
(2/4/2011)

IAR

New York
(7/1/2024)

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. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 66

Date: 3/15/2008

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 10/18/2002

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 12/10/2007

General Securities Representative Examination

SRO Registrations

FINRA

Current Firm

FAIRPORT ADVISORS, INC.

FAIRPORT ADVISORS, INC. | FLEET WEALTH MANAGEMENT GROUP

CRD#: 117177 / SEC#:

Arizona

Registered Investment Advisory firm - (6/24/2022 Approved)

California

Registered Investment Advisory firm - (1/1/2020 Terminated)

Connecticut

Registered Investment Advisory firm - (8/6/1998 Approved)

Florida

Registered Investment Advisory firm - (11/21/2011 Approved)

Georgia

Registered Investment Advisory firm - (9/30/2025 Approved)

Louisiana

Registered Investment Advisory firm - (11/10/2004 Terminated)

Nevada

Registered Investment Advisory firm - (12/15/2012 Terminated)

New York

Registered Investment Advisory firm - (4/2/2007 Approved)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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Contact information

Main Address

9141 E. Hidden Spur Trail, Scottsdale, AZ 85255

Mailing Address

Phone number

(480) 247-6874

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	62
AUM (Assets Under Management)	$ 54,700,000

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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Advisor Monitoring

Firm Stability Insights

Sara H. Hudson

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Sara Hunter Hudson's CRS (Customer Relationship Summary).

Certified licenses

Experience

FAIRPORT CAPITAL, INC.

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MORGAN STANLEY & CO. LLC

MORGAN STANLEY & CO. LLC

BNY INVESTMENT CENTER INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 3/15/2008

Series 63

Date: 10/18/2002

SIE

Date: 10/1/2018

Series 7

Date: 12/10/2007

FINRA

Current Firm

FAIRPORT ADVISORS, INC.

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

FAIRPORT ADVISORS, INC.

TRUST BUT VERIFY

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