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Owner, Managing Member, Chief Compliance Officer · Valpey Financial Services LLC

Ronald L. Valpey

CRD 3220507 · Named on Form ADV at one SEC-registered adviser

At a glance

Valpey Financial Services LLC, an SEC-registered wealth manager based in Concord, NH with $226 million in regulatory assets, lists Ronald L. Valpey on its Form ADV as Owner, Managing Member, Chief Compliance Officer, a control person.

Firms and roles

AtlasMembers

Ronald’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.

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