Cynthia Valdez (CRD# 6706027) is an Investment Advisor Representative working at Mill Creek Capital Advisors, LLC in Conshohocken, PA and has over 7 years of experience in the finance industry.
CRD# 2972218
Lpl Financial LLC
CRD# 4498867
Raymond James Financial Services Advisors, Inc.
CRD# 6180296
Oppenheimer & Company Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Mill Creek Capital Advisors, LLC | Conshohocken, PA | Feb 2021 - Current | 3 |
| Archer Investment Management Solutions | Berwyn, PA | Jul 2019 - Feb 2021 | 1 |
| Archer Investment Management Solutions | Berwyn, PA | Jan 2018 - Jul 2019 | 1 |
| The Vanguard Group, Inc. | Malvern, PA | May 2017 - Dec 2017 | < 1 |
| Randstad | Malvern, PA | Dec 2016 - May 2017 | < 1 |
| The Vanguard Group, Inc. | Malvern, PA | Sep 2016 - Nov 2016 | < 1 |
| Tango Restaurant | Bryn Mawr, PA | Nov 2015 - Sep 2016 | < 1 |
| Le Pain Quotidien | Wayne, PA | Sep 2014 - Sep 2016 | 2 |
| Bryn Mawr College | Bryn Mawr, PA | Aug 2012 - Jun 2016 | 3 |
| Telescope Pictures | Virginia Beach, VA | May 2014 - Aug 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 2016 |
| S65 | NASAA Investment Advisors Law Examination | Mar 2024 |
- PA
-
Total Assets Under Management8,201MILLIONS
-
Total Number of Accounts2,081ACCOUNTS
-
Average Account Value$3,941,063
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
CA, CT, DC, DE, FL, GA, MA, MD, NJ, NY, OH, PA, TX, VT
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