Kevin Madrigal (CRD# 6488900) is an Investment Advisor Representative working at Valley Wealth Managers, 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. | New York, NY | 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 | Mar 2018 - Apr 2022 | 4 |
Bank Leumi Usa | New York, NY | Mar 2018 - Apr 2022 | 4 |
Northwestern Mutual Wealth Management Company | Milwaukee, WI | Jun 2017 - Mar 2018 | < 1 |
Northwestern Mutual Investment Services LLC | New York, NY | Aug 2016 - Mar 2018 | 1 |
Aaron Bell | New York, NY | Jun 2016 - Mar 2018 | 1 |
Louis Cannataro | New York, NY | Jan 2016 - Mar 2018 | 2 |
Bradley Bedell | New York, NY | Jan 2016 - Mar 2018 | 2 |
Adam Seiden | New York, NY | Oct 2015 - Jan 2016 | < 1 |
Northwestern Mutual Life Insurance Company | Milwaukee, WI | Jun 2015 - Oct 2015 | < 1 |
Student | Worcester, MA | Mar 2005 - Jun 2015 | 10 |
Office Of Residence Life And Housing | Worcester, MA | Aug 2014 - May 2015 | < 1 |
South Worcester Neighborhood Improvement Corporation | Worcester, MA | Jun 2013 - May 2015 | 1 |
Office Of Orientation And Residence Life | Worcester, MA | Mar 2012 - Jun 2014 | 2 |
Economics Department | Worcester, MA | Sep 2012 - May 2014 | 1 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Jul 2018 |
S63 | Uniform Securities State Law Examination | Feb 2017 |
- NY
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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
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
AL, CA, CO, CT, DE, FL, GA, IL, KY, LA, MA, MD, MI, NC, NH, NJ, NV, NY, OH, PA, SC, TX, VA, VT, WI
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