AdvisorOS Directory
Claim Profile
Unclaimed Profile
MR

Michael Maurice Rundle

HUDSON VALLEY INVESTMENT ADVISORS, LLC·GOSHEN, New York
Series 7, Series 63, Series 65Clean record12 years registeredHUDSON VALLEY INVESTMENT ADVISORS, LLC
117 GRAND STREET SUITE 201, GOSHEN, NY 10924CRD# 1723710Firm CRD# 140552

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Michael Maurice Rundle · GOSHEN, NY
Registration
CRD #1723710 · HUDSON VALLEY INVESTMENT ADVISORS, LLC · 12 years registered
Brand Profile
Not yet started
01

Career History

ORANGE INVESTMENT ADVISORS, INC.
Feb 2014 – present
02

Registrations & Exams

FINRA examinations passed
Series 7
Series 63
Series 65
Registration record
First registered · February 7, 2014
Years registered · 12
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
HUDSON VALLEY INVESTMENT ADVISORS, LLC
CRD 140552 · SEC 801-66744
AUM
$278M
Regulatory assets under management
Employees
6
906 client accounts
Services offered by HUDSON VALLEY INVESTMENT ADVISORS, LLC
Per Form ADV
Portfolio management (individuals)
Selection of other advisers
Client types served by the firm
Per Form ADV
Individuals
View all advisors at HUDSON VALLEY INVESTMENT ADVISORS, LLC →
Introduction

Speak with Michael

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Michael is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in GOSHEN?

Browse all registered financial advisors in GOSHEN, New York or claim this profile if it's yours.

Browse GOSHEN AdvisorsAre you this advisor? Claim profile
05

Frequently Asked Questions

What services does Michael Maurice Rundle offer?
Michael Maurice Rundle specializes in Investment Management, Wealth Management. Contact their office in GOSHEN, New York for a consultation.
What are Michael Maurice Rundle's credentials?
Michael Maurice Rundle is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Michael Maurice Rundle located?
Michael Maurice Rundle is based in GOSHEN, New York, working with HUDSON VALLEY INVESTMENT ADVISORS, LLC. Their office serves clients in the GOSHEN metropolitan area and surrounding communities.
How does Michael Maurice Rundle charge for services?
Michael Maurice Rundle's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is HUDSON VALLEY INVESTMENT ADVISORS, LLC?
HUDSON VALLEY INVESTMENT ADVISORS, LLC has approximately 6 employees and manages $278M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

More Advisors in GOSHEN, New York

Christopher Craig Pollard
SEMITAM BONAM LLC·GOSHEN, NY
CFP
Deborah Lynn Dematteo
10-15 ASSOCIATES, INC.·GOSHEN, NY
CFP
Gustave Joseph Scacco
HUDSON VALLEY INVESTMENT ADVISORS, INC.·GOSHEN, NY
Michael Anthony Dematteo
10-15 ASSOCIATES, INC.·GOSHEN, NY
Mark Alan Lazarczyk
HUDSON VALLEY INVESTMENT ADVISORS, INC.·GOSHEN, NY
Denis Fatovic
HUDSON VALLEY INVESTMENT ADVISORS, INC.·GOSHEN, NY

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in New York
NEW YORK (4737)ROCHESTER (141)PURCHASE (87)SYRACUSE (80)ALBANY (73)BUFFALO (72)GARDEN CITY (70)MELVILLE (67)PITTSFORD (65)WHITE PLAINS (60)
City Guides
NEW YORK GuideROCHESTER GuidePURCHASE GuideSYRACUSE GuideALBANY Guide
Research
Advisor Fees in New YorkNational Fee Analysis
Request removal of this profile