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HUDSON ADVISOR SERVICES, INC.

BUFFALO, NY · CRD 107769 · IAPD ↗ · 716-803-6587

$310.1MRegulatory AUM
6Advisory reps
6Employees
0Clients
1-10Planning clients
0Private funds
12States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

61
April 2025 — HUDSON ADVISOR SERVICES, INC. reports 1-10 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
53
February 2025 — HUDSON ADVISOR SERVICES, INC. notice-filed in CA, CT, FL, MA, MD, ME, NH, NY, TX, VT, WV.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
53
May 2024 — HUDSON ADVISOR SERVICES, INC. notice-filed in CO, MA, ME, TX, WV.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.