Steven Richard Maurer
Investment adviser representative at Orange Investment Advisors, Inc.
12 yearsExperience
1 stateRegistered in
$1.7BFirm assets
31 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
12 years in the industry.
- Orange Investment Advisors, Inc.Feb 2023 to now
- Hudson Valley Investment Advisors, Inc.Jan 2023 to now
- Mount Peter Ski AreaDec 2016 to now
- Stann Corp. d/b/a Mill Pond CleanersDec 2014 to now
- Winter4kidsDec 2021 to Mar 2022
Exams passed
- Series 63 · Uniform Securities Agent State Law1992
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 1 state (NY).
Orange Investment Advisors, Inc.
$1.7BAssets managed
1,391Clients
8Advisers
31 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2259754
- Firm CRD
- 107387