Curt Arri Schultzberg

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

• 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

• 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