Evan J. Coppola

HUDSON CAPITAL ADVISORY

Buffalo, NY 14203

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CRD#: 6804218

Professional summary

Evan John Coppola is a registered financial advisor currently at HUDSON CAPITAL ADVISORY, INC. located in Buffalo, New York and HUDSON ADVISOR SERVICES, INC. located in Buffalo, New York.

Evan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Evan has worked at 3 firms and has passed the Series 65 exam.

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.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Evan John Coppola'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 21, 2022 - Present

HUDSON CAPITAL ADVISORY, INC.

Office #1: 237 Main Street, Buffalo, NY 14203

RIA

CRD#: 304163

Buffalo, NY

Current

January 12, 2025 - Present

HUDSON ADVISOR SERVICES, INC.

Office #1: 237 Main Street, Buffalo, NY 14203

RIA

CRD#: 107769

Buffalo, NY

Current

September 17, 2025 - Present

MILLER, GESKO & COMPANY INC.

Office #1: 237 Main Street, Buffalo, NY 14203

RIA

CRD#: 109671

Buffalo, NY

Past

November 15, 2021 - December 31, 2024

HUDSON ADVISOR SERVICES, INC.

RIA

CRD#: 107769

Buffalo, 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 ADVISOR SERVICES, INC.

HUDSON ADVISOR SERVICES INC | HUDSON ADVISOR SERVICES, INC.

CRD#: 107769 / SEC#: 801-54763

RIA

Registered Investment Advisory firm - (8/1/1997 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
(3/21/2022)

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 65

Date: 11/13/2021

Uniform Investment Adviser Law Examination

Current Firm

HUDSON ADVISOR SERVICES, INC.

HUDSON ADVISOR SERVICES INC | HUDSON ADVISOR SERVICES, INC.

CRD#: 107769 / SEC#: 801-54763

RIA

Registered Investment Advisory firm - (8/1/1997 Approved)

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Contact information

Main Address

237 Main Street Suite 600, Buffalo, NY 14203

Mailing Address

Phone number

(716) 803-6587

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (12 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	699
AUM (Assets Under Management)	$ 312,223,408

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
10/27/2025	Cover Page	Report
12/19/2024	Cover Page	Report
12/21/2023	Cover Page	Report
12/08/2022	Cover Page	Report

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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Evan J. Coppola

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Evan John Coppola's CRS (Customer Relationship Summary).

Certified licenses

Experience

HUDSON CAPITAL ADVISORY, INC.

HUDSON ADVISOR SERVICES, INC.

MILLER, GESKO & COMPANY INC.

HUDSON ADVISOR SERVICES, INC.

Primary Firm SEC Registration

HUDSON ADVISOR SERVICES, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 11/13/2021

Current Firm

HUDSON ADVISOR SERVICES, INC.

Contact information

SEC notice filing (12 States and Territories)

Documents

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

HUDSON ADVISOR SERVICES, INC.

TRUST BUT VERIFY

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