Curt
Schultzberg

Hudson Valley Investment Advisors, Inc

CRD#2491866
Investment Advisor
in Somers, NY

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About this Advisor

Curt Schultzberg is a financial advisor based in Somers, New York, working with Hudson Valley Investment Advisors, Inc. Curt has previously held positions at Gerstein Fisher, Gfa Securities, LLC, Capital Strategy & Associates, People'S Securities, Inc, People'S United Advisors, Inc, American Portfolios Financial Services, Inc, Hudson Valley Investment Advisors, Inc, American Portfolios Advisors, Inc, and Td Ameritrade. Curt has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in New York. Currently, Curt is part of Hudson Valley Investment Advisors, Inc, which operates out of Somers, New York. The firm has 1 office and 20 employees. The firm manages assets totaling $1.4 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include 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. The fee structure at Hudson Valley Investment Advisors, Inc includes asset-based, hourly, fixed, and other fees.

Certifications and Registrations

Series 63, Series 66

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 Suite 201
Somers, NY 10589

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Hudson Valley Investment Advisors, Inc Brokerage Details

Total Assets Under Management

$1,404,856,489

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

20

NY Average: 88
Total Number of Accounts

2,047

NY Average: 3,892
Average Account Size

$686,300

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

Curt Schultzberg Work History

2022 - Present (3 years)

Hudson Valley Investment Advisors, Inc

2021 - 2022 (1 year)

American Portfolios Financial Services, Inc

2021 - 2022 (1 year)

American Portfolios Advisors, Inc

2019 - 2019 (< 1 year)

American Portfolios Financial Services, Inc

2019 - 2021 (2 years)

Td Ameritrade

2018 - 2019 (1 year)

People'S United Advisors, Inc

2016 - 2019 (3 years)

People'S Securities, Inc

2014 - 2016 (2 years)

Gerstein Fisher

2014 - 2016 (2 years)

Gfa Securities, LLC

2012 - 2014 (2 years)

Capital Strategy & Associates

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Disclosures

Please visit the SEC profile of Curt Schultzberg 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

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

The content in this profile was updated by SmartAsset on 6/19/2024. 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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