Brian Stigliano (CRD# 4982178) is an Investment Advisor Representative working at Valley Wealth Managers, Inc. in New York, NY and has over 18 years of experience in the finance industry. Brian Stigliano has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 1420183
Financial Life Focus, LLC
CRD# 2708116
Park Avenue Securities LLC
CRD# 5146297
Origin Investment Advisory LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Valley Wealth Managers, Inc. | New York, NY | Jul 2023 - Current | < 1 |
| Valley National Bank | New York, NY | Apr 2022 - Current | 2 |
| Valley Financial Management, Inc. | New York, NY | Apr 2022 - Current | 2 |
| Leumi Investment Services Inc. | New York, NY | Jun 2019 - Apr 2022 | 2 |
| Unemployed | Fair Haven, NJ | Feb 2019 - Jun 2019 | < 1 |
| Tiaa | Roseland, NJ | May 2014 - Jan 2019 | 4 |
| Tiaa-cref Individual & Institutional Services, LLC | Roseland, NJ | May 2014 - Jan 2019 | 4 |
| Td Ameritrade Inc. | Short Hills, NJ | Aug 2008 - May 2014 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Sep 2005 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
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Total Assets Under Management2,247MILLIONS
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Total Number of Accounts1,997ACCOUNTS
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Average Account Value$1,125,181
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