CD
Christopher P. Davis
HUDSON VALUE PARTNERS
Palm Beach, FL 33480
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CRD#: 6676112
CD
Professional summary
Christopher Paul Davis, who also goes by Christopher Davis, is a registered financial advisor currently at HUDSON VALUE PARTNERS, LLC located in Palm Beach, Florida.
Christopher is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Christopher has worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Christopher Davis
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.
1) WHITEROCK AI. PO BOX 25, WEST GROVE, PA 19390. WHITEROCK AI IS A STARTUP DATA SCIENCE COMPANY SEEKING THE USE OF ARTIFICIAL INTELLIGENCE AND MACHINE LEARNING TO IMPROVE BAD DEBT RECOVERY RATES. SERVE AS AN ADVISORY BOARD MEMBER. 3 HOURS/MO; 0 DURING TRADING HOURS. 2) HVP OPPORTUNITIES FUND, LP / HVP OPPORTUNITIES FUND MANAGEMENT LLC, INVESTMENT RELATED, 2875 SOUTH OCEAN BLVD, SUITE 200-26, PALM BEACH, FL 33480, HVP OPPORTUNITIES FUND, LP IS A LIMITED PARTNERSHIP VERSION OF SEPARATE ACCOUNT STRATEGY FOR ACCREDITED INVESTORS. HVP OPPORTUNITIES FUND MANAGEMENT LLC IS THE GENERAL PARTNER TO THE FUND, AS A MANAGING MEMBER OF THE LLC THAT IS THE GP, I HELP TO OVERSEE FUND OPERATIONS AND AS OUTLINED IN THE PPM AND HAVE HIRED THE FUND'S INVESTMENT ADVISOR, HUDSON VALUE PARTNERS LLC, NUMBER OF HOURS PER MONTH: 5, NUMBER OF HOURS PER MONTH DURING TRADING HOURS: 5, START DATE: 07/15/2021. 3) INDEPENDENT INSURANCE AGENT; NOT INVESTMENT-RELATED; STARTED 05/2019; APPROXIMATELY 1 HOUR PER MONTH, ALL DURING SECURITIES TRADING HOURS.
CRS (Client Relationship Summary) - RIA
Click below to view Christopher Paul Davis's 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®
NoneExperience
Current
June 20, 2019 - Present
HUDSON VALUE PARTNERS, LLC
Office #1: 2875 South Ocean Blvd. Suite 200-26, Palm Beach, FL 33480Office #2: 177 Madison Avenue, Morristown, NJ 07960RIA
CRD#: 301325
Palm Beach, FL
Past
May 17, 2019 - December 9, 2024
PRIVATE CLIENT SERVICES, LLC
BD
CRD#: 120222
MORRISTOWN, NJ
Past
October 7, 2016 - May 24, 2019
OPPENHEIMER & CO. INC.
RIA
CRD#: 249
FLORHAM PARK, NJ
Past
September 21, 2016 - May 24, 2019
OPPENHEIMER & CO. INC.
BD
CRD#: 249
FLORHAM PARK, NJ
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
Florida(3/30/2022)
IAR
New Jersey(6/20/2019)
IAR
Texas(9/26/2025)
Exams
State Security Law Exam
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)Upgrade to AdvisorCheck Premium
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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
5
SEC notice filing (12 States and Territories)
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.
