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Financial ADVSR advisor directory · SEC adviser records

Valley Wealth Managers, Inc. financial advisors in Aventura, FL

Every SEC-registered investment adviser representative at a Valley Wealth Managers, Inc. office in Aventura, A to Z.

The short answer

5 registered advisors work at Valley Wealth Managers, Inc. in Aventura, out of 39 at the firm nationwide; it ranks number 13 in the city by advisors. 0 list the CFP designation and 5 are also registered broker representatives.

Valley Wealth Managers, Inc. advisors in Aventura, A to Z

Every Valley Wealth Managers, Inc. advisor →

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

Valley Wealth Managers, Inc. advisors in other cities

Paramus, NJ 21New York, NY 3Los Angeles, CA 2Atlanta, GA 1Chicago, IL 1Coral Gables, FL 1Morristown, NJ 1Palm Beach Gardens, FL 1Tampa, FL 1West Palm Beach, FL 1White Plains, NY 1

Other firms in Aventura

All Aventura advisors →

Morgan Stanley 104Merrill Lynch, Pierce, Fenner & Smith Incorporated 37Wells Fargo Clearing Services, LLC 14Activest Wealth Management, LLC 10J.P. Morgan Securities LLC 8Evolution Wealth Advisors, LLC 7Hsbc Securities (USA) Inc. 7Charles Schwab & Co., Inc. 6Citigroup Global Markets Inc. 5Cv Advisors LLC 5LPL Financial LLC 5Omnia Family Wealth, LLC 5

Questions

How many financial advisors does Valley Wealth Managers, Inc. have in Aventura?

5 investment adviser representatives are registered at Valley Wealth Managers, Inc. offices in Aventura, Florida, according to the SEC's Investment Adviser Public Disclosure records, out of 39 nationwide. 0 list the CFP designation and 5 are also registered as broker representatives.

Is Valley Wealth Managers, Inc. one of the largest advisor employers in Aventura?

Valley Wealth Managers, Inc. ranks number 13 in Aventura by registered advisors; Morgan Stanley has the most, with 104.

How do I check a Valley Wealth Managers, Inc. advisor in Aventura?

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. Weighing a move? Compare payouts by firm or value a recruiting offer.