Christopher
Davis
Hudson Value Partners, LLC
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About this Advisor
Christopher Davis is a financial advisor operating in Morristown, New Jersey with 4 years of relevant experience. Davis is an employee of Hudson Value Partners, LLC. Throughout their career, they have worked at Columbia University In The City Of New York, Jp Morgan, Mc Credit Partners Lp, Middlebury College, Oppenheimer & Co. Inc, Oppenheimer & Co Inc, Private Client Services and Hudson Value Partners, LLC. Davis maintains a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is registered to work in Florida and New Jersey. Hudson Value Partners, LLC is a registered investment company headquartered in Morristown, NJ. The investment advisory business has offices in three locations and just four financial advisors. It controls $335 million in assets across its 302 customer accounts, making it one of the mid-sized firms in the nation by assets under management. Of its 302 accounts, 69% are held by high-net-worth clients who have more than $1 million in assets. The firm has a wide set of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients and pension consulting services. Financial advisory fee schedules largely are based on which services the firm provides the client. Fee types billed by Hudson Value Partners, LLC can include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Hudson Value Partners, LLC Brokerage Details
$334,579,302
4
302
$1,107,878
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pension consulting services
Christopher Davis Work History
Christopher has been registered as a financial advisor for 4 years.*
Private Client Services
Hudson Value Partners, LLC
Oppenheimer & Co Inc
Oppenheimer & Co. Inc
Jp Morgan
Mc Credit Partners Lp
Columbia University In The City Of New York
Middlebury College
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Christopher Davis to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Hudson Value Partners, LLC
Morristown, NJ
Morristown, NJ
Park City, UT
Morristown, NJ
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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