Adviser and broker representative · Valley Financial Management, Inc.
Ayelet O. Kindler
CRD 4144731 · New York, NY
At a glance
Ayelet O. Kindler is an investment adviser representative with Valley Financial Management, Inc. in New York, NY, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Ayelet’s SEC record dates to 2003, about 23 years ago. Ayelet is also registered as a broker representative. Designations on file: Certified Financial Planner.
Current advisory firms
- Valley Financial Management, Inc.Since May 2026New York, NY · $0M in regulatory assets
- Valley Wealth Managers, Inc.Since July 2023Paramus, NJ · $2.7B in regulatory assets
SEC adviser record
- Registered since
- 2003 (23 years)
- Designations
- Certified Financial Planner
- Exams
- Series 63, Series 65
- Registered in
- 2 states
- Also a broker representative
- Yes
- Disclosures on record
- None
AtlasMembers
Ayelet’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 1 firmLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search and FINRA BrokerCheck.
More at Valley Financial Management, Inc.
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- Daniel H. BernzweigNew York · Chartered Financial Analyst
- Kathleen M. BuskeNew York · Certified Financial Planner
- Jamie L. CaseyNew York
- Allon HarrisNew York
- Andrew JianetteNew York
- Shannon LittlejohnNew York
- Amanda SpiteriNew York
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