Marino I. Patrk

HUDSON VALUE PARTNERS

GREENWICH, CT 06830

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CRD#: 6339377

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.

INDEPENDENT INSURANCE AGENT; NOT INVESTMENT-RELATED; STARTED 01/2017; APPROXIMATELY 2 HOURS PER MONTH, NONE DURING SECURITIES TRADING HOURS.

Blog Corner

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.

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".

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)

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

State Security Law Exam

IAR

Series 66

Date: 9/22/2016

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 8/10/2016

General Securities Representative Examination

Current Firm

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)

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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

SEC notice filing (12 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A (3/21/2025)

WRAP FEE BROCHURE (3/21/2025)

Regulatory assets under management

Total Number of Accounts	477
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.

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Marino I. Patrk

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Marino Ilija Patrk's CRS (Customer Relationship Summary).

Certified licenses

Experience

HUDSON VALUE PARTNERS, LLC

OPPENHEIMER & CO. INC.

OPPENHEIMER & CO. INC.

Primary Firm SEC Registration

HUDSON VALUE PARTNERS, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 9/22/2016

SIE

Date: 10/1/2018

Series 7

Date: 8/10/2016

Current Firm

HUDSON VALUE PARTNERS, LLC

Contact information

SEC notice filing (12 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

HUDSON VALUE PARTNERS, LLC

TRUST BUT VERIFY

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