Adviser and broker representative · Valley Wealth Managers, Inc.
Oscar O. Moraga
CRD 5525698 · Aventura, FL
At a glance
Oscar O. Moraga is an investment adviser representative with Valley Wealth Managers, Inc. in Aventura, FL, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Oscar’s SEC record dates to 2014, about 12 years ago. Oscar is also registered as a broker representative.
Current advisory firm
- Valley Wealth Managers, Inc.Since August 2023Aventura, FL · $2.7B in regulatory assets
SEC adviser record
- Registered since
- 2014 (12 years)
- Designations
- None on file
- Exams
- Series 63, Series 66
- Registered in
- 1 state
- Also a broker representative
- Yes
- Disclosures on record
- None
AtlasMembers
Oscar’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
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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.