Bryan
Scheels

Hudson Valley Investment Advisors, Inc

CRD#7382236
Investment Advisor
in Goshen, NY

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About this Advisor

Bryan Scheels is a financial advisor operating in Goshen, New York with 2 years of relevant experience. Scheels is an advisor for Hudson Valley Investment Advisors, Inc. Over the course of their career, they have held roles at Hudson Valley Investment Advisors, Inc and Best Buy Co. Scheels can operate in New York. Hudson Valley Investment Advisors, Inc is a registered investment company that has its headquarters in Goshen, NY. The company has a total of 18 people on staff. It manages $1 billion in assets under management across its 1,863 client accounts, making it one of the bigger investment advisory firms in the country by assets under management. The firm advises 28 charities and foundations. Of its 1,863 customer accounts, 22% are held by high-net-worth clients who have at least $1 million in investable assets. The business performs a broad range of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for institutional clients, pension consulting services, selection of other advisers and other services. Fees for financial management vary depending on which services the firm provides the client. However, fees billed by Hudson Valley Investment Advisors, Inc most likely include some blend of asset-based, hourly, fixed and other fees.

Years Registered*

2 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Office Location

117 Grand Street, 2Nd Floor
Goshen, NY 10924

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Hudson Valley Investment Advisors, Inc Brokerage Details

Total Assets Under Management

$1,124,334,318

NY Average: $7,464,549,021
Total Number of Employees

18

NY Average: 88
Total Number of Accounts

1,863

NY Average: 3,892
Average Account Size

$603,507

NY Average: $1,917,921

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Other

Bryan Scheels Work History

Bryan has been registered as a financial advisor for 2 years.*

2019 - Present (5 years)

Hudson Valley Investment Advisors, Inc

2016 - 2019 (3 years)

Hudson Valley Investment Advisors, Inc

2008 - 2020 (12 years)

Best Buy Co

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Bryan Scheels to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Hudson Valley Investment Advisors, Inc

Kelly Lynch-Moloney
Goshen, NY
Ronald Mayfield
Goshen, NY
Curt Schultzberg
Somers, NY
James Serkes
Goshen, NY
Samantha Booth
Goshen, NY
Kevin Dehond
Goshen, NY
Gustave Scacco
Goshen, NY
Bryan Scheels
Goshen, NY

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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