Director · Valley Wealth Managers, Inc.
Collyn B. Gilbert
CRD 2754692 · Named on Form ADV at one SEC-registered adviser
At a glance
Valley Wealth Managers, Inc., an SEC-registered wealth manager based in Paramus, NJ with $2.7 billion in regulatory assets, lists Collyn B. Gilbert on its Form ADV as Director, a control person.
Firms and roles
- Valley Wealth Managers, Inc.DirectorWealth manager · Paramus, NJ · $2.7B in regulatory assets
AtlasMembers
Collyn’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
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- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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Colleagues named on the same filings (6)
- Steven A. TussiHead of Investment Strategy, Valley Wealth Managers, Inc.
- Michael ZaremskyPresident, Chairman of the Board, Valley Wealth Managers, Inc.
- Mitchell CrandellDirector, Valley Wealth Managers, Inc.
- Christopher Jon GawleyGeneral Counsel, Corporate Secretary, Valley Wealth Managers, Inc.
- Jamie MayoChief Financial Officer, Valley Wealth Managers, Inc.
1 more person named with Collyn on the same filings, with titles and firms. Free in Atlas with a free account.
See all 6 freeSomething wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Collyn’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.