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Financial ADVSR advisor directory · SEC adviser records

Valley Wealth Managers, Inc. financial advisors in New York

Every SEC-registered investment adviser representative at a Valley Wealth Managers, Inc. office in New York, by city and A to Z.

The short answer

4 registered advisors work at Valley Wealth Managers, Inc. in New York, out of 39 nationwide; it's the firm's number 3 state by advisors, and the most are in New York (3). 0 list the CFP designation and 4 are also registered broker representatives.

Valley Wealth Managers, Inc. advisors by city in New York

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New York 3White Plains 1

Valley Wealth Managers, Inc. advisors in New York, A to Z

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Valley Wealth Managers, Inc. advisors in every state →Valley Wealth Managers, Inc.: assets, clients and custodians →Advisor Moves: who changed firms this week →

Valley Wealth Managers, Inc. in other states

New Jersey 22Florida 9

Questions

How many Valley Wealth Managers, Inc. financial advisors are in New York?

4 investment adviser representatives are registered at Valley Wealth Managers, Inc. offices in New York, according to the SEC's Investment Adviser Public Disclosure records, out of 39 at the firm nationwide. 0 list the CFP designation and 4 are also registered as broker representatives.

Where in New York does Valley Wealth Managers, Inc. have the most advisors?

New York, with 3, then White Plains (1). Valley Wealth Managers, Inc. has advisors in 2 cities in New York.

How do I check a Valley Wealth Managers, 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 Wealth Managers, Inc. office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.