Hudson Advisor Services, Inc.

Hudson Advisor Services, Inc. (CRD# 107769) is a financial advisory firm headquartered in Buffalo, NY. They manage $203,170,000 in 482 accounts and serve the financial needs of clients across 7 states (or territories).

By the Numbers
  • Total Assets Under Management
    203
    MILLION
  • Total Number of Accounts
    482
    ACCOUNTS
  • Average Account Value
    $421,515
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, CT, FL, MD, NH, NY, VT

Financial Advisors at Hudson Advisor Services, Inc.
Showing 1 - 2 of 2 top financial advisors.
1
William N. Hudson
CRD#: 3001548
Potomac, MD
96
Wealthminder
score

William Hudson (CRD# 3001548) is an Investment Advisor Representative working at Hudson Advisor Services, Inc. in Potomac, MD and has over 15 years of experience in the finance industry. William Hudson has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
David D. Burrows
CRD#: 3081923
29 Hillside Drive, Greenwich, CT 06830
93
Wealthminder
score

David Burrows (CRD# 3081923) is an Investment Advisor Representative working at Hudson Advisor Services, Inc. in Greenwich, CT and has over 18 years of experience in the finance industry.

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