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Allison Hudson

22 Years of Experience
Merrick, NY
1 DisclosureBrokerSells Insurance

Allison Hudson is a registered investment advisor at Cetera Investment Advisers LLC, based in Merrick, NY, with 22 years of industry experience. Allison operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location

1840 Merrick Ave, Merrick, NY, 11566

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History

Regulatory History (1)
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Financial
December 2016
Final
Other Business ActivitiesSells Insurance

Allison sells fixed insurance products as an insurance agent, dedicating a few hours per week. She also dedicates a significant amount of time providing financial services through Merrick Planning Group and Merrick Financial Group, and is the owner of a bookkeeping business.

Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
April 2025 - Present · 1 yr 3 mos
Cetera Investment Advisers LLC
April 2025 - Present · 1 yr 3 mos
Previous Registrations
Kestra Advisory Services, LLC
March 2018 - April 2025 · 7 yrs 1 mo
Kestra Investment Services, LLCBroker
February 2018 - April 2025 · 7 yrs 2 mos
LPL Financial LLC
May 2014 - February 2018 · 3 yrs 9 mos
LPL Financial LLCBroker
May 2011 - February 2018 · 6 yrs 9 mos
Citigroup Global Markets INC.
September 2010 - May 2011 · 8 mos
Citigroup Global Markets INC.Broker
May 2007 - May 2011 · 4 yrs
Citicorp Investment ServicesBroker
February 2004 - May 2007 · 3 yrs 3 mos
State Registrations2 states
NJNY
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.