Curt Arri Schultzberg
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.Dec 2022 to now
- Hudson Valley Investment Advisors, Inc.Oct 2022 to now
- American Portfolios Advisors, Inc.Nov 2021 to Sep 2022
- American Portfolios Financial Services, Inc.Feb 2021 to Sep 2022
- TD AmeritradeNov 2019 to Jan 2021
- American Portfolios Financial Services, Inc.Mar 2019 to Nov 2019
- People's United Advisors, Inc.Apr 2018 to Jan 2019
- People's Securities, Inc.Nov 2016 to Jan 2019
- Gerstein FisherOct 2014 to Nov 2016
- Gfa Securities, LLCOct 2014 to Nov 2016
Exams passed
- Series 63 · Uniform Securities Agent State Law1994
- Series 66 · Uniform Combined State Law2015
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
- 2491866
- Firm CRD
- 107387