Valley Wealth Managers, Inc.

Valley Wealth Managers, Inc. (CRD# 108879) is a financial advisory firm headquartered in Paramus, NJ. They manage $2,190,440,953 in 2,096 accounts and serve the financial needs of clients across 25 states (or territories).

By the Numbers
  • Total Assets Under Management
    2,190
    MILLION
  • Total Number of Accounts
    2,096
    ACCOUNTS
  • Average Account Value
    $1,045,058
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • 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)
  • Publication of periodicals or newsletters
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

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

Financial Advisors at Valley Wealth Managers, Inc.
Showing 1 - 10 of 22 top financial advisors.
1
Kathleen M. Buske
CRD#: 1317350
80 East Ridgewood Ave, Suite 3, Paramus, NJ 07652

Kathleen Buske (CRD# 1317350) is an Investment Advisor Representative working at Valley Wealth Managers, Inc. in Paramus, NJ and has over 38 years of experience in the finance industry.

2
Jamie L. Casey
CRD#: 5441923
350 Madison, 4th Floor, New York, NY 10017

Jamie Casey (CRD# 5441923) is an Investment Advisor Representative working at Valley Wealth Managers, Inc. in New York, NY and has over 12 years of experience in the finance industry.

3
David Z. Chesir
CRD#: 4474320
80 East Ridgewood Ave, Suite 3, Paramus, NJ 07652

David Chesir (CRD# 4474320) is an Investment Advisor Representative working at Valley Wealth Managers, Inc. in Paramus, NJ and has over 21 years of experience in the finance industry.

4
Matthew L. Grosser
CRD#: 6580831
80 East Ridgewood Ave, Suite 3, Paramus, NJ 07652

Matthew Grosser (CRD# 6580831) is an Investment Advisor Representative working at Valley Wealth Managers, Inc. in Paramus, NJ and has over 8 years of experience in the finance industry.

5
Daniel C. Hauschild
CRD#: 2973391
Wilmington, DE

Daniel Hauschild (CRD# 2973391) is an Investment Advisor Representative working at Valley Wealth Managers, Inc. in Wilmington, DE and has over 21 years of experience in the finance industry.

6
Ayelet O. Kindler
CRD#: 4144731
80 East Ridgewood Ave, Suite 3, Paramus, NJ 07652

Ayelet Kindler (CRD# 4144731) is an Investment Advisor Representative working at Valley Wealth Managers, Inc. in Paramus, NJ and has over 23 years of experience in the finance industry.

7
George R. Kress
CRD#: 4496647
Lake Elmore, VT

George Kress (CRD# 4496647) is an Investment Advisor Representative working at Valley Wealth Managers, Inc. in Lake Elmore, VT and has 1 year of experience in the finance industry.

8
Kevin Madrigal
CRD#: 6488900
350 Madison Ave, 4th Floor, New York, NY 10017

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.

9
Leonid Medved
CRD#: 5965657
555 West 5th Street, 33rd Floor, Los Angeles, CA 90013

Leonid Medved (CRD# 5965657) is an Investment Advisor Representative working at Valley Wealth Managers, Inc. in Los Angeles, CA and has over 12 years of experience in the finance industry.

10
Stephen P. Pedicini
CRD#: 4791062
One Jericho Plaza, Jericho, NY 11753

Stephen Pedicini (CRD# 4791062) is an Investment Advisor Representative working at Valley Wealth Managers, Inc. in Jericho, NY and has over 19 years of experience in the finance industry.

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