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President CEO COO Chairman of the Board · Valicenti Advisory Services Inc

Joseph M. Valicenti

CRD 2788600 · Named on Form ADV at one SEC-registered adviser

At a glance

Valicenti Advisory Services Inc, an SEC-registered wealth manager based in Elmira, NY with $820 million in regulatory assets, lists Joseph M. Valicenti on its Form ADV as President CEO COO Chairman of the Board, a control person.

Firms and roles

AtlasMembers

Joseph’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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Search and export owners by title, state and firm size
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

  • Jeffrey S. NaylorExecutive Vice President CFO Chief Compliance Officer, Valicenti Advisory Services Inc

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Joseph’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.