Pine Valley Investments

Pine Valley Investments (CRD# 173995) is a financial advisory firm headquartered in Cherry Hill, NJ. They manage $220,000,000 in 550 accounts and serve the financial needs of clients across 5 states (or territories).

By the Numbers
  • Total Assets Under Management
    220
    MILLION
  • Total Number of Accounts
    550
    ACCOUNTS
  • Average Account Value
    $400,000
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, FL, NJ, NY, PA

Financial Advisors at Pine Valley Investments
Showing 1 - 4 of 4 top financial advisors.
1
Joseph B. Duncan
CRD#: 4945837
1810 Chapel Ave. West, Suite 150, Cherry Hill, NJ 08002
93
Wealthminder
score

Joseph Duncan (CRD# 4945837) is an Investment Advisor Representative working at Pine Valley Investments in Cherry Hill, NJ and has over 12 years of experience in the finance industry.

2
Harry E. Morad
CRD#: 5234497
1810 Chapel Ave. West, Suite 150, Cherry Hill, NJ 08002
93
Wealthminder
score

Harry Morad (CRD# 5234497) is an Investment Advisor Representative working at Pine Valley Investments in Cherry Hill, NJ and has over 5 years of experience in the finance industry.

3
Michael R. Modica
CRD#: 6186360
Williamstown, NJ
90
Wealthminder
score

Michael Modica (CRD# 6186360) is an Investment Advisor Representative working at Pine Valley Investments in Williamstown, NJ and has over 4 years of experience in the finance industry.

4
Robert A. Moore
CRD#: 2051333
1810 Chapel Ave. West, Suite 150, Cherry Hill, NJ 08002
83
Wealthminder
score

Robert Moore (CRD# 2051333) is an Investment Advisor Representative working at Pine Valley Investments in Cherry Hill, NJ and has over 15 years of experience in the finance industry.

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