David D. Panebianco

ORANGE INVESTMENT ADVISORS

Goshen, NY 10924

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CRD#: 3213001

Professional summary

David Dominic Panebianco is a registered financial advisor currently at ORANGE INVESTMENT ADVISORS, INC. located in Goshen, New York.

David is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. David has worked at 4 firms and has passed the Series 65, Series 63 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view David Dominic Panebianco's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

June 1, 2022 - Present

ORANGE INVESTMENT ADVISORS, INC.

Office #1: 117 Grand Street 2nd Floor, Goshen, NY, 10924

RIA

CRD#: 107387

Goshen, NY

Past

April 28, 2006 - December 2, 2011

ALLIANCEBERNSTEIN INVESTMENTS, INC.

CRD#: 14549

NASHVILLE, TN

Past

February 24, 2004 - April 10, 2006

TD AMERITRADE, INC.

CRD#: 7870

NEW YORK, NY

Past

June 26, 2002 - February 25, 2004

NATIONAL INVESTOR SERVICES CORP.

CRD#: 39410

BELLEVUE, NE

Past

February 16, 2000 - June 27, 2002

TD AMERITRADE, INC.

CRD#: 7870

OMAHA, NE

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

ORANGE INVESTMENT ADVISORS, INC.

HUDSON VALLEY INVESTMENT ADVISORS INC | ORANGE INVESTMENT ADVISORS, INC. | HV CAPITAL MANAGEMENT, INC. | HUDSON VALLEY INVESTMENT ADVISORS, INC.

CRD#: 107387 / SEC#: 801-48913

RIA

Registered Investment Advisory firm - (4/7/1995 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

New York
(6/1/2022)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 6/1/2022

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 4/17/2000

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 2/15/2000

General Securities Representative Examination

Current Firm

ORANGE INVESTMENT ADVISORS, INC.

HUDSON VALLEY INVESTMENT ADVISORS INC | ORANGE INVESTMENT ADVISORS, INC. | HV CAPITAL MANAGEMENT, INC. | HUDSON VALLEY INVESTMENT ADVISORS, INC.

CRD#: 107387 / SEC#: 801-48913

RIA

Registered Investment Advisory firm - (4/7/1995 Approved)

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Contact information

Main Address

117 Grand Street 2nd Floor, Goshen, NY, 10924

Mailing Address

P.o. Box 268, Goshen, NY 10924

Phone number

(845) 294-6127

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (19 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART II BROCHURE (10/14/2025)

Regulatory assets under management

Total Number of Accounts	2,206
AUM (Assets Under Management)	$ 1,650,937,707

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

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David D. Panebianco

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view David Dominic Panebianco's CRS (Customer Relationship Summary).

Certified licenses

Experience

ALLIANCEBERNSTEIN INVESTMENTS, INC.

TD AMERITRADE, INC.

NATIONAL INVESTOR SERVICES CORP.

TD AMERITRADE, INC.

Primary Firm SEC Registration

ORANGE INVESTMENT ADVISORS, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 6/1/2022

Series 63

Date: 4/17/2000

Series 7

Date: 2/15/2000

Current Firm

ORANGE INVESTMENT ADVISORS, INC.

Contact information

SEC notice filing (19 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

ORANGE INVESTMENT ADVISORS, INC.

TRUST BUT VERIFY

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