Curt
Schultzberg
Hudson Valley Investment Advisors, Inc
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About this Advisor
Curt Schultzberg is a financial advisor who works in Somers, New York who has 1 year of industry experience. Schultzberg is on the advisory team at Hudson Valley Investment Advisors, Inc. Throughout their career, they have worked 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. Schultzberg holds Series 63 and Series 66 licenses, certifying them as a securities broker, and can operate in New York. Hudson Valley Investment Advisors, Inc is a firm that has its headquarters in Goshen, NY. It has a total of 18 people on staff. It oversees $1 billion in assets across its 1,863 client accounts, placing it among the bigger financial advisory firms in the country by assets under management. The firm provides services to 28 charitable organizations. Of its 1,863 client accounts, 22% are held by high-net-worth individuals who have greater than $1 million in assets. The firm has 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 depend on which services are offered. Fee types billed by Hudson Valley Investment Advisors, Inc likely include some combination of asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Hudson Valley Investment Advisors, Inc Brokerage Details
$1,124,334,318
18
1,863
$603,507
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
Curt has been registered as a financial advisor for 1 years.*
Hudson Valley Investment Advisors, Inc
American Portfolios Financial Services, Inc
American Portfolios Advisors, Inc
Td Ameritrade
American Portfolios Financial Services, Inc
People'S United Advisors, Inc
People'S Securities, Inc
Gerstein Fisher
Gfa Securities, LLC
Capital Strategy & Associates
*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 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
Goshen, NY
Goshen, NY
Somers, NY
Goshen, NY
Goshen, NY
Goshen, NY
Goshen, NY
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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