PH
CFP
PH
CFP

Patricia Hudson

29 Years of Experience
Buffalo, NY
Broker

Patricia Hudson is a CFP-designated registered investment advisor at Ameriprise Financial Services, LLC, based in Buffalo, NY, with 29 years of industry experience. Patricia operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 1,330,280 clients with $560B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
12781 advisors
Number of Clients
1,330,280 clients
Average Client Portfolio
$424K average
Assets Under Management
$564.6B

Fee Structure

Minimum Investment:$2K

Ameriprise Financial Services offers several managed account programs. The fees vary depending on the program selected. These fees include an asset-based fee, which covers investment advisory services and investment management fees. Some accounts may also have an Investments and Infrastructure Support Fee. Clients also pay investment costs, which are the underlying fees related to investment products purchased within the managed account. Additional fees and expenses may be incurred based on the nature of the investments.

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Location

535 Washington St Ste 707, Buffalo, NY, 14203-1429

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Ameriprise Financial Services, LLCBroker
February 2026 - Present · 3 mos
Ameriprise Financial Services, LLC
February 2026 - Present · 3 mos
Previous Registrations
LPL Financial LLC
June 2021 - February 2026 · 4 yrs 8 mos
LPL Financial LLCBroker
June 2021 - February 2026 · 4 yrs 8 mos
M&t Securities, INC.
September 2018 - June 2021 · 2 yrs 9 mos
Wilmington Brokerage Services CompanyBroker
May 2011 - October 2011 · 5 mos
M&t Securities, INC.Broker
August 2003 - June 2021 · 17 yrs 10 mos
Citistreet Equities LLCBroker
December 1997 - July 2003 · 5 yrs 7 mos
American Express Financial Advisors INC.Broker
July 1996 - November 1997 · 1 yr 4 mos
Ids Life Insurance CompanyBroker
July 1996 - November 1997 · 1 yr 4 mos
State Registrations1 state
NY
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Patricia Hudson - Financial Advisor | TrueAdvisor