David Panebianco
Orange Investment Advisors · Goshen, New York
David Panebianco is a fee-only financial advisor at Orange Investment Advisors in Goshen, New York. Orange Investment Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
Request an introduction to David →
Who they serve
- Executives
Facts
| Firm | Orange Investment Advisors |
|---|---|
| Based in | Goshen, New York |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $1.67B across 2,179 accounts |
| SEC registration | Investment adviser representative in NY · CRD 3213001 |
| Exams passed | Series 63 (2000) · Series 65 (2022) |
| Firm size | 18 employees |
| Disclosures | None reported |
| Website | www.orangeinvestmentadvisors.com |
How David's firm compares
- Orange Investment Advisors's average account is about $766,000, from its Form ADV (assets managed divided by 2,179 accounts).
Request an introduction to David
Tell David a little about what you're looking for. David isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about David
Is David Panebianco a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: David holds no broker registration, and Orange Investment Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does David charge for financial advice?
David's firm, Orange Investment Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is David Panebianco based?
David Panebianco is based in Goshen, New York.
Is David Panebianco registered with the SEC?
Yes. David Panebianco is registered as an investment adviser representative in NY (CRD 3213001), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Orange Investment Advisors manage?
Orange Investment Advisors reports $1.67B across 2,179 accounts in assets under management.
How do I contact David Panebianco?
Through David's website, www.orangeinvestmentadvisors.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Orange Investment Advisors website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
See something wrong? Request a correction. Read our methodology.