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Financial ADVSR advisor directory · SEC adviser records

Valley Financial Management, Inc. financial advisors

Every SEC-registered investment adviser representative at Valley Financial Management, Inc., by the state and city of the office they work from.

The short answer

19 registered advisors work at Valley Financial Management, Inc., in 4 states and 8 cities; the most are in New York, NY (9). 2 list the CFP designation and 17 are also registered broker representatives.

Search every Valley Financial Management, Inc. advisor by name →Who joined and left Valley Financial Management, Inc. →Valley Financial Management, Inc.: assets, clients and custodians →

Cities with the most Valley Financial Management, Inc. advisors

New York, NY 9Aventura, FL 3Beverly Hills, CA 2Morristown, NJ 1St. Petersburg, FL 1Tampa, FL 1West Palm Beach, FL 1White Plains, NY 1

Valley Financial Management, Inc. advisors by state

Valley Financial Management, Inc. in New York 10

New York 9White Plains 1

Valley Financial Management, Inc. in Florida 6

Aventura 3St. Petersburg 1Tampa 1West Palm Beach 1

Valley Financial Management, Inc. in California 2

Beverly Hills 2

Valley Financial Management, Inc. in New Jersey 1

Morristown 1

Questions

How many financial advisors does Valley Financial Management, Inc. have?

19 investment adviser representatives are registered with Valley Financial Management, Inc., according to the SEC's Investment Adviser Public Disclosure records, in 4 states and 8 cities. 2 list the CFP designation and 17 are also registered as broker representatives.

Where does Valley Financial Management, Inc. have the most advisors?

New York, NY, with 9 registered advisors, then Aventura, FL (3). By state, New York has the most, with 10.

How do I find a Valley Financial Management, Inc. financial advisor near me?

Pick your state below, then your city, to see every Valley Financial Management, Inc. advisor registered at an office there. Each one links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. An advisor registered at Valley Financial Management, Inc. offices in more than one city counts in each city but once in the total; broker-only representatives (FINRA BrokerCheck) aren't included. Every firm →