Byron S. Stinson

HUDSON PORTFOLIO MANAGEMENT LLC

Garrison, NY 10524-0344

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CRD#: 4743093

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.

Hudson Financial Group, Inc., President, since 1986. Provides general, broad-based financial advice and related services such as tax preparation. Spends approximately 1/2 of business time in this capacity.

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".

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)

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.

Exams

Current Firm

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)

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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

SEC notice filing (3 States and Territories)

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 Accounts	87
AUM (Assets Under Management)	$ 173,904,700

Red Flags

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Firm Stability Insights

Byron S. Stinson

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Byron Schoendorf Stinson's CRS (Customer Relationship Summary).

Certified licenses

Experience

HUDSON PORTFOLIO MANAGEMENT LLC

Primary Firm SEC Registration

HUDSON PORTFOLIO MANAGEMENT LLC

State Registrations and Notice Filings

Exams

Current Firm

HUDSON PORTFOLIO MANAGEMENT LLC

Contact information

SEC notice filing (3 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

HUDSON PORTFOLIO MANAGEMENT LLC

TRUST BUT VERIFY

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