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Chairperson · Valley Financial Management, Inc.

Melissa Joseph Schultz

CRD 1155034 · Named on Form ADV at one SEC-registered adviser

At a glance

Valley Financial Management, Inc., an SEC-registered broker-dealer firm based in New York, NY with $473,254 in regulatory assets, lists Melissa Joseph Schultz on its Form ADV as Chairperson, a control person.

Firms and roles

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Melissa’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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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings (6)

1 more person named with Melissa on the same filings, with titles and firms. Free in Atlas with a free account.

See all 6 free

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