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Michael Maurice Rundle

Orange Investment Advisors, Inc.

Goshen, NY

CRD 1723710

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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:

Current Employers
Orange Investment Advisors, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2021-05-26
TX RA APPROVED 2014-02-07
  • NY RA
    APPROVED
    Since 2021-05-26
  • TX RA
    APPROVED
    Since 2014-02-07

Branch Locations

117 Grand Street, 2Nd Floor, Goshen, NY 10924 • 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
Hudson Valley Investment Advisors, Inc. Goshen NY 06/2006 Present
  • 06/2006 → Present
    Hudson Valley Investment Advisors, Inc.
    Goshen, NY
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1997-05-05
S63 Uniform Securities Agent State Law Examination 1997-04-21
  • S65 Uniform Investment Adviser Law Examination
    1997-05-05
  • S63 Uniform Securities Agent State Law Examination
    1997-04-21
Designations
  • Certified Financial Planner

View on SEC IAPD

Nearby Firms

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
OSAIC WEALTH, INC.

Nearby Investors

ALEXANDER STUART TAUB
BRAD JOSEPH WHITTED
ALLEN MARSHALL ZICK

Nearby Offices

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · GOSHEN, NY
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC · GOSHEN, NY
OSAIC WEALTH, INC. · GOSHEN, NY

More in Goshen, NY

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