Paul Davis has been Managing Member of Hudson Value Partners since May 2019, is a control person of the firm and directly owns between 50% and 75% of it.
Hudson Value Partners, LLC is a Palm Beach, FL firm with $678M under management, 204 clients and 5 advisers across 4 offices, as of its August 2026 filing.
Paul Davis’ longest registration was 16 years at Oppenheimer & Co. Inc. (2003–2019). Before joining Hudson Value Partners in 2019, Paul Davis was registered through Oppenheimer & Co. Inc. and CIBC World Markets Corp.
- Oppenheimer & Co. Inc.– · 16 yearsFlorham Park, NJ · Adviser representative · Firm CRD 249
- CIBC World Markets Corp.– · 1 yearFlorham Park, NJ · Adviser representative · Firm CRD 630
Investment adviser representative registrations
Paul Davis is registered as an investment adviser representative in 3 states, as a resident of Texas. The first approvals date from June 2019; the most recent is Texas, in March 2025.
- FloridaSince 23 October 2023
- New JerseySince 24 June 2019
- TexasResidentSince 28 March 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 65 | Uniform Investment Adviser Law Examination | 3 August 2007 |
| Series 3 | National Commodity Futures Examination | 26 April 2005 |
| Series 31 | Futures Managed Funds Examination | 14 July 2003 |
| Series 7 | General Securities Representative Examination | 18 June 1988 |
| Series 63 | Uniform Securities Agent State Law Examination | 2 May 1988 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- National Commodity Futures Examination
- Name
- Futures Managed Funds Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- Full name
- Paul William Davis
- CRD
- 1829693
- Firm
- Hudson Value Partners · CRD 301325
- Role
- Managing Member
- Registration
- Investment adviser registration
- In the industry since
- June 1988
- Disciplinary history
- Not yet shown here · SEC record
Where does Paul Davis work?
Paul Davis has been Managing Member of Hudson Value Partners, LLC since May 2019, and is a control person of the firm.
Is Paul Davis a financial advisor?
Yes. Paul Davis has a current investment-adviser registration in Florida, New Jersey and Texas, through Hudson Value Partners since June 2019.
How many years of experience does Paul Davis have?
Paul Davis has 38 years in the financial industry, since June 1988, across 3 adviser firms.
What exams has Paul Davis passed?
Paul Davis has passed 5 licensing exams: the Series 63, Series 7, Series 31, Series 3 and Series 65. The earliest, the Series 63, was passed in May 1988. FINRA credited Paul Davis with the SIE, which began in October 2018.
Where did Paul Davis work before Hudson Value Partners?
Before Hudson Value Partners, Paul Davis was registered through Oppenheimer & Co. Inc., January 2003 to May 2019; CIBC World Markets Corp., March 2001 to January 2003.
Is Paul Davis registered with FINRA?
No. Paul Davis has no current broker registration.
How can I verify Paul Davis’ record?
Search CRD 1829693 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Paul Davis’ full registration record.