SH

Sara H. Hudson

FAIRPORT ADVISORS
NEW YORK, NY
Some features on this profile are disabled
CRD#: 4363067
SH

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 advisor shows no other business activity.

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.

BD
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

BD
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

BD
CRD#: 8209
NEW YORK, NY
Past

May 9, 2002 - November 4, 2003

BNY INVESTMENT CENTER INC.

BD
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.
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

IAR
Connecticut
(2/10/2011)
RR
New York
(2/4/2011)
IAR
New York
(7/1/2024)

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 3/15/2008
Uniform Combined State Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA

Current Firm


FA
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)
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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
7

Regulatory assets under management


Total Number of Accounts62
AUM (Assets Under Management)$ 54,700,000

Red Flags


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

Company Information


FAIRPORT ADVISORS, INC.

CRD#: 117177New York, NY

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