Adviser and broker representative · Valley Financial Management, Inc.
Chagit Raskin
CRD 6575439 · New York, NY
At a glance
Chagit Raskin 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 Chagit’s SEC record dates to 2019, about 7 years ago. Chagit is also registered as a broker representative.
Current advisory firms
- Valley Financial Management, Inc.Since July 2019New York, NY · $0M in regulatory assets
- Valley Wealth Managers, Inc.Since July 2023Paramus, NJ · $2.7B in regulatory assets
SEC adviser record
- Registered since
- 2019 (7 years)
- Designations
- None on file
- Exams
- Series 66
- Registered in
- 2 states
- Also a broker representative
- Yes
- Disclosures on record
- None
AtlasMembers
Chagit’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
- Locked
- 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.
- Carlos M. Batista GutierrezNew York
- Daniel H. BernzweigNew York · Chartered Financial Analyst
- Mark D. BubienNew York
- Kathleen M. BuskeNew York · Certified Financial Planner
- Jamie L. CaseyNew York
- James ClarkeNew York
- Eliyahu Y. EngelmanNew York
- Allon HarrisNew York
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