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Curt Arri Schultzberg

Hudson Valley Investment Advisors, INC.
24 Years of Experience
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingHigh Net Worth
Hudson Valley Investment Advisors, INC.
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
9 advisors
Number of Clients
1,410 clients
Average Client Portfolio
$1.2M average
Assets Under Management
$1.7B

Fee Structure

Financial Planning:Included in AUM fee
Minimum Annual Fee:$500

Location

117 Grand Street, Suite 201, Goshen, NY, 10589

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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
Orange Investment Advisors, INC.
December 2022 - Present · 3 yrs 2 mos
Previous Registrations
American Portfolios Financial Services, INC.Broker
November 2021 - September 2022 · 10 mos
American Portfolios Advisors, INC
November 2021 - September 2022 · 10 mos
TD Ameritrade, INC.Broker
November 2019 - January 2021 · 1 yr 2 mos
TD Ameritrade, INC.
November 2019 - January 2021 · 1 yr 2 mos
TD Ameritrade Investment Management, LLC
November 2019 - December 2020 · 1 yr 1 mo
American Portfolios Advisors, INC
March 2019 - November 2019 · 8 mos
American Portfolios Financial Services, INC.Broker
March 2019 - November 2019 · 8 mos
People's United Advisors, INC.
April 2018 - January 2019 · 9 mos
People's Securities, INC.
November 2016 - January 2019 · 2 yrs 2 mos
People's Securities, INC.Broker
November 2016 - January 2019 · 2 yrs 2 mos
Gerstein Fisher
September 2015 - November 2016 · 1 yr 2 mos
Gfa Securities, LLCBroker
February 2015 - November 2016 · 1 yr 9 mos
AXA Advisors, LLCBroker
December 2003 - March 2012 · 8 yrs 3 mos
American General Funds Distributors, INC.Broker
June 1998 - November 2001 · 3 yrs 5 mos
Putnam Mutual Funds CORP.Broker
September 1995 - April 1998 · 2 yrs 7 mos
Equico Securities, INC.Broker
June 1994 - April 1995 · 10 mos
The Equitable Life Assurance Society of the United StatesBroker
June 1994 - April 1995 · 10 mos
State Registrations1 state
NY
Advisor
Exams
No exam information available for this advisor.