MP

Marino I. Patrk

HUDSON VALUE PARTNERS
GREENWICH, CT 06830
Some features on this profile are disabled
CRD#: 6339377
MP

Professional summary


Marino Ilija Patrk is a registered financial advisor currently at HUDSON VALUE PARTNERS, LLC located in Greenwich, Connecticut.

Marino is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Marino has worked at 2 firms and has passed the Series 66, SIE and Series 7 exams.

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.

CRS (Client Relationship Summary) - RIA


Click below to view Marino Ilija Patrk'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

March 3, 2023 - Present

HUDSON VALUE PARTNERS, LLC

Office #1: 115 Mason Street #1 - Suite 3, Greenwich, CT 06830
RIA
CRD#: 301325
GREENWICH, CT
Past

September 22, 2016 - March 10, 2023

OPPENHEIMER & CO. INC.

RIA
CRD#: 249
STAMFORD, CT
Past

August 10, 2016 - March 10, 2023

OPPENHEIMER & CO. INC.

BD
CRD#: 249
STAMFORD, CT

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".
HV
HUDSON VALUE PARTNERS, LLC
HUDSON EXPLORER BY HVP | HUDSON VALUE PARTNERS, LLC | HUDSON VALLEY PARTNERS

CRD#: 301325 / SEC#: 801-115202

RIA
Registered Investment Advisory firm - (5/10/2019 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
Connecticut
(3/3/2023)

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 9/22/2016
Uniform Combined State Law Examination
General Industry/Product Exam
General Industry/Product Exam

Current Firm


HV
HUDSON VALUE PARTNERS, LLC
HUDSON EXPLORER BY HVP | HUDSON VALUE PARTNERS, LLC | HUDSON VALLEY PARTNERS

CRD#: 301325 / SEC#: 801-115202

RIA
Registered Investment Advisory firm - (5/10/2019 Approved)
PREMIUM
Stay ahead of every change that matters. Proactive intelligence on your advisors, before issues escalate.
Biweekly Pulse, AutomaticallyScheduled alerts keep you informed without lifting a finger.
Catch Firm Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information


Main Address
2875 South Ocean Blvd. Suite 200-26, Palm Beach, FL 33480
Mailing Address
Phone number
(646) 343-9772
Established
Firm type
Fiscal year end
# of Employees
5

SEC notice filing (12 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Regulatory assets under management


Total Number of Accounts477
AUM (Assets Under Management)$ 530,716,950

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 VALUE PARTNERS, LLC

CRD#: 301325Greenwich, CT 06830

TRUST BUT VERIFY

Monitor Marino Patrk

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors


Frank Horace Moore III
Frank MooreAdvisorCheck Check Mark
UBS FINANCIAL SERVICES INC.
IAR
RR
Greenwich, CT
Jason Matthew Gilbert
Jason GilbertAdvisorCheck Check Mark
RGA INVESTMENT ADVISORS, LLC
IAR
Great Neck, NY
Brian Joseph Marchini
Brian MarchiniAdvisorCheck Check Mark
LPL ENTERPRISE, LLC
IAR
RR
White Plains, NY
footer-logo

AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.© 2026 AdvisorCheck, an AIMR Analytics company. All rights reserved.