AdvisorOS Directory
Claim Profile
TS

Terry Rae Saturno

HUDSON VALLEY INVESTMENT ADVISORS, INC.·GOSHEN, New York
Unclaimed Profile
117 GRAND STREET, SUITE 201, GOSHEN, NY 10924CRD# 6289958Firm CRD# 107387
01

About

Terry Rae Saturno is a registered financial advisor based in GOSHEN, New York, affiliated with HUDSON VALLEY INVESTMENT ADVISORS, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
Institutional Investors
High Net Worth Individuals
03

Firm Overview

Firm
HUDSON VALLEY INVESTMENT ADVISORS, INC.
HUDSON VALLEY INVESTMENT ADVISORS, INC.
AUM
$1.4B
Regulatory assets under management
Employees
20
Total firm employees
View all advisors at HUDSON VALLEY INVESTMENT ADVISORS, INC. →
Services
Financial planning
Portfolio management (individuals)
Portfolio management (pooled investments)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: PLAN ASSETS UNDER ADVISEMENT
Regulatory
SEC/IARD CRD# 6289958
Firm CRD# 107387
No disclosures on file
View on FINRA BrokerCheck →

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

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Terry Rae Saturno offer?
Terry Rae Saturno specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in GOSHEN, New York for a consultation.
What are Terry Rae Saturno's credentials?
Terry Rae Saturno is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Terry Rae Saturno located?
Terry Rae Saturno is based in GOSHEN, New York, working with HUDSON VALLEY INVESTMENT ADVISORS, INC.. Their office serves clients in the GOSHEN metropolitan area and surrounding communities.
How does Terry Rae Saturno charge for services?
Terry Rae Saturno's firm is compensated through percentage of aum, hourly charges, subscription fees, other: plan assets under advisement. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is HUDSON VALLEY INVESTMENT ADVISORS, INC.?
HUDSON VALLEY INVESTMENT ADVISORS, INC. has approximately 20 employees and manages $1.4B 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 →
Other advisors in GOSHEN
Gerard Albert Perri — HUDSON VALLEY INVESTMENT ADVISORS, INC.Louis Heimbach — HUDSON VALLEY INVESTMENT ADVISORS, INC.Thomas Vito Guarino — HUDSON VALLEY INVESTMENT ADVISORS, INC.Mark Alan Lazarczyk — HUDSON VALLEY INVESTMENT ADVISORS, INC.Michael Markhoff — HUDSON VALLEY INVESTMENT ADVISORS, INC.
Nearby cities in New York
NEW YORK (19803)ROCHESTER (219)WHITE PLAINS (203)PURCHASE (160)SYRACUSE (160)
City Guides
NEW YORK GuideROCHESTER GuideWHITE PLAINS GuidePURCHASE GuideSYRACUSE Guide
Research
Advisor Fees in New YorkNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile