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CD

Christopher Paul Davis

HUDSON VALUE PARTNERS
PALM BEACH, FL
·CRD# 6676112·10 years experience

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.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Christopher Davis

Blog Corner

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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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Years of Experience

10 years in the financial services industry

Current & Past Employments

HUDSON VALUE PARTNERS, LLC·CRD# 301325
RIA
2875 South Ocean Blvd. Suite 200-26, Palm Beach, FL 33480
June 20, 2019 - Present
PRIVATE CLIENT SERVICES, LLC·CRD# 120222
BD
Morristown, NJ
May 17, 2019 - December 9, 2024
OPPENHEIMER & CO. INC.·CRD# 249
RIA
Florham Park, NJ
October 7, 2016 - May 24, 2019
OPPENHEIMER & CO. INC.·CRD# 249
BD
Florham Park, NJ
September 21, 2016 - May 24, 2019

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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 - SEC (5/10/2019 Approved)

Contact Information

Main Address

2875 South Ocean Blvd. Suite 200-26, Palm Beach, FL 33480

Phone Number

(646) 343-9772

# of Employees

5

SEC notice filing (12 States and Territories)

Registered to provide investment advisory services in 12 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ADV PART 2A (3/26/2026)

Regulatory Assets Under Management

Total Number of Accounts

547

AUM (Assets Under Management)

$678,337,967

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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.

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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 - SEC (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.
IAR
Florida
(3/30/2022)
IAR
Texas
(9/26/2025)

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

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 66 — Uniform Combined State Law Examination

Passed Oct 2016About the Series 66 exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 7 — General Securities Representative Examination

Passed Sep 2016About the Series 7 exam

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CRS (Client Relationship Summary) - RIA

Click below to view Christopher Paul Davis's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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