Toyken Yee

HUDSON PORTFOLIO MANAGEMENT LLC

GARRISON, NY 10524

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CRD#: 5437888

Professional summary

Toyken Yee, CFP®, who also goes by Toyken Yee Hemmerling, is a registered financial advisor currently at HUDSON PORTFOLIO MANAGEMENT LLC located in Garrison, New York.

Toyken is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Toyken has worked at 1 firm .

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Toyken Yee Hemmerling

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. (HFG) IS LOCATED AT 27 GARRISON'S LANDING, GARRISON, NY 10524. MY POSITION AT HFG IS FINANCIAL ADVISOR, AND I HAVE BEEN EMPLOYED THERE SINCE FEBRUARY 2002. HFG PROVIDES FINANCIAL ADVISORY SERVICES SUCH AS TAX PREPARATION BUT THE SERVICES ARE NOT INVESTMENT SECURITY RELATED. ABOUT HALF OF MY TIME IS DEVOTED TO HFG SERVICES BOTH DURING AND BEYOND SECURITY TRADING HOURS.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Toyken Yee'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®

CFP^®

Certified Financial Planner

Start date: 2006

Experience

Current

October 12, 2007 - Present

HUDSON PORTFOLIO MANAGEMENT LLC

Office #1: 27 Garrison's Landing Po Box 344, Garrison, NY 10524

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
(8/30/2021)

IAR

Texas
(10/12/2007)

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

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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Toyken Yee

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Toyken Yee'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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