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).
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Total Assets Under Management335MILLION
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Total Number of Accounts506ACCOUNTS
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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
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.
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.
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.
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.
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.
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.
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.