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Curt Arri Schultzberg

Orange Investment Advisors, Inc.

Goshen, NY

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Current Employers
Orange Investment Advisors, Inc.

117 Grand Street, 2Nd Floor, Goshen, NY 10924 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2022-12-07
  • NY RA
    APPROVED
    Since 2022-12-07

Branch Locations

117 Grand Street Suite 201, Goshen, NY 10589 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Gerstein Fisher New York NY 10/2014 11/2016
Gfa Securities, Llc New York NY 10/2014 11/2016
People's Securities, Inc. Bridgeport CT 11/2016 01/2019
People's United Advisors, Inc. Bridgeport CT 04/2018 01/2019
American Portfolios Financial Services, Inc. Holbrook NY 03/2019 11/2019
Td Ameritrade Scarsdale NY 11/2019 01/2021
American Portfolios Financial Services, Inc. Holbrook NY 02/2021 09/2022
Hudson Valley Investment Advisors, Inc. Goshen NY 10/2022 Present
American Portfolios Advisors, Inc. Holbrook NY 11/2021 09/2022
  • 10/2014 → 11/2016
    Gerstein Fisher
    New York, NY
  • 10/2014 → 11/2016
    Gfa Securities, Llc
    New York, NY
  • 11/2016 → 01/2019
    People's Securities, Inc.
    Bridgeport, CT
  • 04/2018 → 01/2019
    People's United Advisors, Inc.
    Bridgeport, CT
  • 03/2019 → 11/2019
    American Portfolios Financial Services, Inc.
    Holbrook, NY
  • 11/2019 → 01/2021
    Td Ameritrade
    Scarsdale, NY
  • 02/2021 → 09/2022
    American Portfolios Financial Services, Inc.
    Holbrook, NY
  • 10/2022 → Present
    Hudson Valley Investment Advisors, Inc.
    Goshen, NY
  • 11/2021 → 09/2022
    American Portfolios Advisors, Inc.
    Holbrook, NY
Previous Registrations
  • 2021-11-12 → 2022-09-27
    American Portfolios Advisors, Inc
    Holbrook, NY
  • 2019-11-27 → 2021-01-11
    Td Ameritrade, Inc.
    Scarsdale, NY
  • 2019-11-27 → 2020-12-31
    Td Ameritrade Investment Management, Llc
    Scarsdale, NY
  • 2019-03-11 → 2019-11-11
    American Portfolios Advisors, Inc
    Holbrook, NY
  • 2016-11-03 → 2019-01-22
    People'S Securities, Inc.
    Bridgeport, CT
    Bridgeport, CT
    New York, NY
  • 2018-04-03 → 2019-01-22
    People'S United Advisors, Inc.
    New York, NY
  • 2015-09-22 → 2016-11-29
    Gerstein Fisher
    New York, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2015-08-31
S63 Uniform Securities Agent State Law Examination 1994-06-03
  • S66 Uniform Combined State Law Examination
    2015-08-31
  • S63 Uniform Securities Agent State Law Examination
    1994-06-03
Other Names
  • Curt A Schultzberg
  • Curt Arri Schultzberg

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