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BS

Byron S. Stinson

HUDSON PORTFOLIO MANAGEMENT
Garrison, NY 10524-0344
Some features on this profile are disabled
CRD#: 4743093
BS

Professional summary

Byron Schoendorf Stinson is a registered financial advisor currently at HUDSON PORTFOLIO MANAGEMENT LLC located in Garrison, New York.

Byron is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Byron has worked at 1 firm .

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Byron Schoendorf Stinson'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

September 7, 2021 - Present

HUDSON PORTFOLIO MANAGEMENT LLC

Office #1: 27 Garrison's Landing, Garrison, NY 10524-0344
RIA
CRD#: 130021
Garrison, 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".
HP
HUDSON PORTFOLIO MANAGEMENT LLC
HUDSON PORTFOLIO MANAGEMENT LLC | HUDSON PORTFOLIO MANAGEMENT, LLC

CRD#: 130021 / SEC#: 801-62646

RIA
Registered Investment Advisory firm - (1/9/2004 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
New York
(9/7/2021)

Exams

Current Firm

HP
HUDSON PORTFOLIO MANAGEMENT LLC
HUDSON PORTFOLIO MANAGEMENT LLC | HUDSON PORTFOLIO MANAGEMENT, LLC

CRD#: 130021 / SEC#: 801-62646

RIA
Registered Investment Advisory firm - (1/9/2004 Approved)
PREMIUM
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Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
27 Garrison's Landing, Garrison, NY 10524-0344
Mailing Address
P.o. Box 344, Garrison, NY 10524-0344
Phone number
(845) 424-4567
Established
Firm type
Fiscal year end
# of Employees
6

SEC notice filing (3 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

HUDSON PORTFOLIO MANAGEMENT LLC ADV BROCHURE (3/18/2025)

Regulatory assets under management

Total Number of Accounts87
AUM (Assets Under Management)$ 173,904,700

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 PORTFOLIO MANAGEMENT LLC

CRD#: 130021Garrison, NY 10524-0344

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