Financial ADVSR advisor directory · SEC adviser records
Valley Financial Management, Inc. financial advisors in New York
Every SEC-registered investment adviser representative at a Valley Financial Management, Inc. office in New York, by city and A to Z.
The short answer
10 registered advisors work at Valley Financial Management, Inc. in New York, out of 19 nationwide; it's the firm's number 1 state by advisors, and the most are in New York (9). 1 list the CFP designation and 9 are also registered broker representatives.
Valley Financial Management, Inc. advisors by city in New York
Every firm in New York →Valley Financial Management, Inc. advisors in New York, A to Z
Search by name →- Carlos M. Batista GutierrezNew York
- Daniel H. BernzweigNew York · Chartered Financial Analyst
- Mark D. BubienNew York
- Kathleen M. BuskeNew York · Certified Financial Planner
- Jamie L. CaseyNew York
- John A. GianniWhite Plains
- Allon HarrisNew York
- Andrew JianetteNew York
- Marc H. PershanNew York
- Amanda SpiteriNew York
Valley Financial Management, Inc. advisors in every state →Valley Financial Management, Inc.: assets, clients and custodians →Advisor Moves: who changed firms this week →
Valley Financial Management, Inc. in other states
Questions
How many Valley Financial Management, Inc. financial advisors are in New York?
10 investment adviser representatives are registered at Valley Financial Management, Inc. offices in New York, according to the SEC's Investment Adviser Public Disclosure records, out of 19 at the firm nationwide. 1 list the CFP designation and 9 are also registered as broker representatives.
Where in New York does Valley Financial Management, Inc. have the most advisors?
New York, with 9, then White Plains (1). Valley Financial Management, Inc. has advisors in 2 cities in New York.
How do I check a Valley Financial Management, Inc. advisor in New York?
Each advisor below 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. Advisors are listed at the city of the Valley Financial Management, Inc. office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.