Melissa
Mineau

Hudson Valley Investment Advisors, Inc

CRD#7382325
Investment Advisor
in Goshen, NY

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About this Advisor

Melissa Mineau is a financial advisor based out of Goshen, New York with 2 years of industry experience. Mineau currently works for Hudson Valley Investment Advisors, Inc. They have been an employee of Hudson Valley Investment Advisors, Inc for their entire career. Mineau is approved to advise clients in New York. Hudson Valley Investment Advisors, Inc is a firm headquartered in Goshen, NY. The investment advisory business has a total of 18 people on staff. It manages $1 billion in assets under management between its 1,863 customer accounts, placing it among the bigger financial advisory firms in the country by assets under management. The firm advises 28 charitable organizations. Of its 1,863 client accounts, 22% belong to high-net-worth investors who have more than $1 million in investable assets. Hudson Valley Investment Advisors, Inc has a number of services, such as 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 advice typically depend on which services the firm provides the client. Fee types billed by Hudson Valley Investment Advisors, Inc likely consist 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

Melissa Mineau Work History

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

2000 - Present (24 years)

Hudson Valley Investment Advisors, Inc

*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 Melissa Mineau 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

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