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Sviatlana Maslava

16 Years of Experience
Goshen, NY

Sviatlana Maslava is a registered investment advisor at Orange Investment Advisors, INC., based in Goshen, NY, with 16 years of industry experience. Sviatlana operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Education Planning, Estate Planning, High Net Worth, and 4 more. Their firm serves 1,391 clients with $1.7B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
8 advisors
Number of Clients
1,391 clients
Average Client Portfolio
$1.2M average
Assets Under Management
$1.7B

Fee Structure

Investment management only (planning not offered)
Minimum Annual Fee:$3,000
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M1.20%
$1.0M - $2.0M1.00%
$2.0M - $3.0M0.80%
$3.0M - $5.0M0.60%
$5M+0.50%

Fees vary by asset type. The primary schedule for equities, fixed income, and cash is shown. Other asset classes have separate schedules, such as fixed income only (0.60% down to 0.40%) and mutual funds (1.00%). Fees may be negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

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

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Employment History
Current Registrations
Orange Investment Advisors, INC.
June 2026 - Present · 4 mos
Previous Registrations
Commonwealth Financial Network
April 2022 - January 2026 · 3 yrs 9 mos
Commonwealth Financial NetworkBroker
April 2022 - January 2026 · 3 yrs 9 mos
Benjamin F. Edwards & Company, Incorporated
July 2018 - November 2021 · 3 yrs 4 mos
Benjamin F. Edwards & Company, INC.Broker
July 2018 - November 2021 · 3 yrs 4 mos
Wells Fargo Clearing Services, LLC
April 2017 - May 2018 · 1 yr 1 mo
Wells Fargo Clearing Services, LLCBroker
April 2017 - May 2018 · 1 yr 1 mo
Morgan Stanley
May 2013 - April 2017 · 3 yrs 11 mos
Morgan StanleyBroker
April 2013 - April 2017 · 4 yrs
Raymond James Financial Services Advisors, INC
December 2011 - April 2013 · 1 yr 4 mos
Raymond James Financial Services, INC.Broker
April 2009 - April 2013 · 4 yrs
State Registrations1 state
NY
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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