Valley Financial Management, Inc.

Valley Financial Management, Inc. (CRD# 105387) is a financial advisory firm headquartered in New York, NY. They manage $334,890,166 in 506 accounts and serve the financial needs of clients across 12 states (or territories).

By the Numbers
  • Total Assets Under Management
    335
    MILLION
  • Total Number of Accounts
    506
    ACCOUNTS
  • Average Account Value
    $661,838
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • 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.

CA, CO, DE, FL, IL, LA, MD, NJ, NY, OH, SC, TX

Financial Advisors at Valley Financial Management, Inc.
Showing 1 - 7 of 7 top financial advisors.
1
Alexander Notaro
CRD#: 6777398
350 Madison Avenue, New York, NY 10017

Alexander Notaro (CRD# 6777398) is an Investment Advisor Representative working at Valley Financial Management, Inc. in New York, NY and has over 6 years of experience in the finance industry.

2
Chagit Raskin
CRD#: 6575439
350 Madison Avenue, New York, NY 10017

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.

3
Varda Tal
CRD#: 4401842
19495 Biscayne Blvd., Suite 500, Aventura, FL 33180

Varda Tal (CRD# 4401842) is an Investment Advisor Representative working at Valley Financial Management, Inc. in Aventura, FL and has over 22 years of experience in the finance industry.

4
Daniel H. Bernzweig
CRD#: 4310501
350 Madison Ave., 4th Floor, Compliance Department, New York, NY 10017

Daniel Bernzweig (CRD# 4310501) is an Investment Advisor Representative working at Valley Financial Management, Inc. in New York, NY and has over 23 years of experience in the finance industry.

5
Jaime Dashevschi
CRD#: 4752743
19495 Biscayne Blvd., Suite 500, Aventura, FL 33180

Jaime Dashevschi (CRD# 4752743) is an Investment Advisor Representative working at Valley Financial Management, Inc. in Aventura, FL and has over 19 years of experience in the finance industry.

6
Allon Harris
CRD#: 5332083
350 Madison Ave., 4th Floor, Compliance Department, New York, NY 10017

Allon Harris (CRD# 5332083) is an Investment Advisor Representative working at Valley Financial Management, Inc. in New York, NY and has over 9 years of experience in the finance industry.

7
Javier M. Levy
CRD#: 5597603
19495 Biscayne Blvd., Suite 500, Aventura, FL 33180

Javier Levy (CRD# 5597603) is an Investment Advisor Representative working at Valley Financial Management, Inc. in Aventura, FL and has over 13 years of experience in the finance industry.

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