Validea Capital Management LLC

Validea Capital Management LLC (CRD# 130887) is a financial advisory firm headquartered in , . They manage $43,486,712 in 62 accounts and serve the financial needs of clients across 4 states (or territories).

Current Firm Details
http://www.valideacapital.com
By the Numbers
  • Total Assets Under Management
    43
    MILLION
  • Total Number of Accounts
    62
    ACCOUNTS
  • Average Account Value
    $701,399
Compensation Options
  • A percentage of assets under your management
  • Other
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.

CA, CO, CT, VA

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

Justin Carbonneau (CRD# 4930737) is an Investment Advisor Representative working at Validea Capital Management LLC in West Hartford, CT and has over 19 years of experience in the finance industry.

2
Andrew Cohen, financial advisor Virginia Beach VA
Andrew H. Cohen
CRD#: 2147353
Virginia Beach, VA

Andrew Cohen (CRD# 2147353) is an Investment Advisor Representative working at Validea Capital Management LLC in Virginia Beach, VA and has over 5 years of experience in the finance industry.

3
Jack Forehand, financial advisor West Hartford CT
Jack M. Forehand
CRD#: 4773204
West Hartford, CT

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.

4
John Reese, financial advisor West Hartford CT
John P. Reese
CRD#: 4773210
West Hartford, CT

John Reese (CRD# 4773210) is an Investment Advisor Representative working at Validea Capital Management LLC in West Hartford, CT and has over 19 years of experience in the finance industry.

5
Feng Dong, financial advisor West Hartford CT
Feng Dong
CRD#: 6119767
West Hartford, CT

Feng Dong (CRD# 6119767) 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.

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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