Michael
Rundle
Hudson Valley Investment Advisors, Inc
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About this Advisor
Michael Rundle is a certified financial planner who works out of Goshen, New York who has 9 years of industry experience. Rundle is an advisor for Hudson Valley Investment Advisors, Inc. They have spent the entirety of their employment at Hudson Valley Investment Advisors, Inc. Rundle maintains Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is able to work in New York and Texas. Hudson Valley Investment Advisors, Inc is a financial advisory company that has its headquarters in Goshen, NY. The company has a total of 18 advisors. It administers $1 billion in assets across its 1,863 accounts, making it one of the larger firms in the United States by assets under management. The firm advises 28 charities and foundations. Of its 1,863 accounts, 22% belong to high-net-worth clients who have greater than $1 million in assets available to invest. Hudson Valley Investment Advisors, Inc provides a wide 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. A financial advisor's fees typically depend on the type of financial services offered. Fee types billed by Hudson Valley Investment Advisors, Inc likely are comprised of 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
Michael Rundle Work History
Michael has been registered as a financial advisor for 9 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 Michael Rundle 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
Goshen, NY
Goshen, NY
Goshen, NY
Somers, 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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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.
