Chagit Raskin (CRD# 6575439) is an Investment Advisor Representative working at Valley Financial Management, Inc. in New York, NY and has over 7 years of experience in the finance industry.
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. | Paramus, NJ | Jul 2023 - Current | < 1 |
| Valley Financial Management, Inc. | New York, NY | Apr 2022 - Current | 2 |
| Valley National Bank | New York, NY | Apr 2022 - Current | 2 |
| Leumi Investment Services Inc. | New York, NY | Oct 2015 - Apr 2022 | 6 |
| Bank Leumi Usa | New York, NY | Apr 1988 - Oct 2015 | 27 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Sep 2016 |
- NJ
- NY
-
Total Assets Under Management335MILLIONS
-
Total Number of Accounts506ACCOUNTS
-
Average Account Value$661,838
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
CA, CO, DE, FL, IL, LA, MD, NJ, NY, OH, SC, TX
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