Michael Zaremsky (CRD# 4184930) 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.
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 |
| Bank Leumi Usa | New York, NY | Jul 2017 - Apr 2022 | 4 |
| Leumi Investment Services Inc. | New York, NY | Jul 2017 - Apr 2022 | 4 |
| Unemployed | New York, NY | Mar 2017 - Jun 2017 | < 1 |
| Lazard Asset Management Securities LLC | New York, NY | Oct 2010 - Feb 2017 | 6 |
| Lazard Asset Management LLC | New York, NY | Jul 2007 - Feb 2017 | 9 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 2005 |
| S66 | NASAA Uniform Combined State Law Examination | May 2018 |
- 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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