Valley National Advisers Inc.
Valley National Advisers Inc. (CRD# 110788) is a financial advisory firm headquartered in Bethlehem, PA. They manage $1,254,691,224 in 4,991 accounts and serve the financial needs of clients across 19 states (or territories).
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Total Assets Under Management1,255MILLION
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Total Number of Accounts4,991ACCOUNTS
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Average Account Value$251,391
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
AZ, CA, CT, DE, FL, GA, LA, MA, MD, NC, NH, NJ, NY, PA, SC, TN, TX, UT, VA
Jaclyn Cornelius (CRD# 4865084) is an Investment Advisor Representative working at Valley National Advisers Inc. in Bethlehem, PA and has over 11 years of experience in the finance industry. Jaclyn Cornelius has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Ildebrando Cruz (CRD# 5039665) is an Investment Advisor Representative working at Valley National Advisers Inc. in Bethlehem, PA and has over 12 years of experience in the finance industry.
Joseph Goldfeder (CRD# 5204219) is an Investment Advisor Representative working at Valley National Advisers Inc. in Bethlehem, PA and has over 15 years of experience in the finance industry. Joseph Goldfeder has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Ryan Mulhearn (CRD# 6316009) is an Investment Advisor Representative working at Valley National Advisers Inc. in Bethlehem, PA and has over 6 years of experience in the finance industry.
Matthew Petrozelli (CRD# 4720275) is an Investment Advisor Representative working at Valley National Advisers Inc. in Bethlehem, PA and has over 18 years of experience in the finance industry.
Thomas Riddle (CRD# 1335487) is an Investment Advisor Representative working at Valley National Advisers Inc. in Bethlehem, PA and has over 37 years of experience in the finance industry.
Jonathan Ritter (CRD# 7058863) is an Investment Advisor Representative working at Valley National Advisers Inc. in Bethlehem, PA and has over 3 years of experience in the finance industry. Jonathan Ritter has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Timothy Roof (CRD# 4706287) is an Investment Advisor Representative working at Valley National Advisers Inc. in Bethlehem, PA and has over 15 years of experience in the finance industry. Timothy Roof has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Michael Roper (CRD# 5974739) is an Investment Advisor Representative working at Valley National Advisers Inc. in Bethlehem, PA and has 1 year of experience in the finance industry.
Simone Sanvito (CRD# 7021310) is an Investment Advisor Representative working at Valley National Advisers Inc. in Bethlehem, PA and has over 3 years of experience in the finance industry.