Steven Richard Maurer

Employer firm

Orange Investment Advisors, Inc. CRD 107387

$1.67B regulatory AUM 6 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 12/2014 → Present
  Stann Corp. D/B/A Mill Pond Cleaners
  Monroe, NY
• 12/2021 → 03/2022
  Winter4Kids
  Vernon, NJ
• 12/2016 → Present
  Mount Peter Ski Area
  Warwick, NY
• 01/2023 → Present
  Hudson Valley Investment Advisors, Inc.
  Goshen, NY

Other Businesses

Stann Corp., D/B/A Mill Pond Cleaners, not investment-related, 46 Millpond Pky, Monroe, NY, 10950, dry cleaning, owner/president, start date 12/15/2014, 20 hours per month, 0 hours during securities trading hours, passive owner

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-02-13
• S63 Uniform Securities Agent State Law Examination
  1992-08-24