Validea Capital Management LLC

Validea Capital Management LLC (CRD# 130887) is a financial advisory firm headquartered in , . They manage $61,652,146 in 140 accounts and serve the financial needs of clients across 12 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    62
    MILLION
  • Total Number of Accounts
    140
    ACCOUNTS
  • Average Account Value
    $440,372
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for businesses (other than small businesses) or institutional clients
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, CO, CT, FL, MA, MI, NJ, NY, PA, SC, TX, WA

Financial Advisors at Validea Capital Management LLC
Showing 1 - 5 of 5 top financial advisors.
1
Justin J. Carbonneau
CRD#: 4930737
West Hartford, CT
93
Wealthminder
score

Justin Carbonneau (CRD# 4930737) is an Investment Advisor Representative working at Validea Capital Management LLC in West Hartford, CT and has over 11 years of experience in the finance industry.

2
Keith H. Guerraz
CRD#: 5364673
West Hartford, CT
93
Wealthminder
score

Keith Guerraz (CRD# 5364673) is an Investment Advisor Representative working at Validea Capital Management LLC in West Hartford, CT and has over 9 years of experience in the finance industry.

3
Jon D. Markman
CRD#: 4621386
West Hartford, CT
93
Wealthminder
score

Jon Markman (CRD# 4621386) is an Investment Advisor Representative working at Validea Capital Management LLC in West Hartford, CT and has over 7 years of experience in the finance industry.

4
John P. Reese
CRD#: 4773210
West Hartford, CT
93
Wealthminder
score

John Reese (CRD# 4773210) is an Investment Advisor Representative working at Validea Capital Management LLC in West Hartford, CT and has over 12 years of experience in the finance industry.

5
Jack M. Forehand
CRD#: 4773204
West Hartford, CT
90
Wealthminder
score

Jack Forehand (CRD# 4773204) is an Investment Advisor Representative working at Validea Capital Management LLC in West Hartford, CT and has 1 year of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.