Valicenti Advisory Services Inc.

Valicenti Advisory Services Inc. (CRD# 110669) is a financial advisory firm headquartered in Elmira, NY. They manage $660,423,651 in 1,920 accounts and serve the financial needs of clients across 13 states (or territories).

Current Firm Details
400 East Water Street, Elmira, NY 14901
http://valicenti.com
By the Numbers
  • Total Assets Under Management
    660
    MILLION
  • Total Number of Accounts
    1,920
    ACCOUNTS
  • Average Account Value
    $343,971
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
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, FL, MA, MD, NC, NE, NH, NY, PA, SC, TX, VA

Financial Advisors at Valicenti Advisory Services Inc.
Showing 1 - 3 of 3 top financial advisors.
1
Jeffrey Naylor, financial advisor Elmira NY
Jeffrey S. Naylor
CRD#: 2788601
400 East Water Street, Elmira, NY 14901

Jeffrey Naylor (CRD# 2788601) is an Investment Advisor Representative working at Valicenti Advisory Services Inc. in Elmira, NY and has 1 year of experience in the finance industry.

2
Louis Ruize, financial advisor Elmira NY
Louis F. Ruize
CRD#: 4523208
400 East Water Street, Elmira, NY 14901

Louis Ruize (CRD# 4523208) is an Investment Advisor Representative working at Valicenti Advisory Services Inc. in Elmira, NY and has 1 year of experience in the finance industry.

3
Joseph Valicenti, financial advisor Elmira NY
Joseph M. Valicenti
CRD#: 2788600
400 East Water Street, Elmira, NY 14901

Joseph Valicenti (CRD# 2788600) is an Investment Advisor Representative working at Valicenti Advisory Services Inc. in Elmira, NY and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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