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SECURITIES AND EXCHANGE COMMISSIONER 13FHR Initial quarterly Form 13F holdings report filed by institutional managersFiling Date: 20191018 | Period of Report: 20190930 SEC Accession No. 000106299319003934 (HTML
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Hudson Valley Investment Advisors is a financial advisory firm that provides investment management and financial planning services to clients in the Hudson Valley region of New York.
Individuals and entities that have investment accounts or financial dealings with Hudson Valley Investment Advisors are typically required to file necessary documentation and disclosures.
To fill out forms related to Hudson Valley Investment Advisors, clients should gather required financial information, provide accurate personal details, and follow the specific instructions provided for each form.
The purpose of Hudson Valley Investment Advisors is to assist clients in managing their investments effectively, optimizing financial growth, and achieving their financial goals through tailored advice.
Clients must report personal identification details, income sources, investment portfolios, and any relevant financial obligations when dealing with Hudson Valley Investment Advisors.
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