Valley National Advisers Inc.
Valley National Advisers Inc. (CRD# 110788) is a financial advisory firm headquartered in Bethlehem, PA. They manage $864,565,789 in 3,698 accounts and serve the financial needs of clients across 12 states (or territories).
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Total Assets Under Management865MILLION
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Total Number of Accounts3,698ACCOUNTS
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Average Account Value$233,793
- 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
CA, FL, GA, MD, NC, NH, NJ, NY, PA, SC, TX, VA
Jaclyn Cornelius (CRD# 4865084) is an Investment Advisor Representative working at Valley National Advisers Inc. in Bethlehem, PA and has over 7 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.
Joseph Goldfeder (CRD# 5204219) 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. 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.
Timothy Roof (CRD# 4706287) 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. 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.
Laurie Siebert (CRD# 4252935) is an Investment Advisor Representative working at Valley National Advisers Inc. in Bethlehem, PA and has over 17 years of experience in the finance industry. Laurie Siebert 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.
Frank Stettner (CRD# 2167432) is an Investment Advisor Representative working at Valley National Advisers Inc. in Phillipsburg, NJ and has over 26 years of experience in the finance industry. Frank Stettner 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 8 years of experience in the finance industry.
Michael Ippoliti (CRD# 4671887) is an Investment Advisor Representative working at Valley National Advisers Inc. in Bethlehem, PA and has over 14 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 14 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 33 years of experience in the finance industry.
Donna Young (CRD# 1443678) is an Investment Advisor Representative working at Valley National Advisers Inc. in Bethlehem, PA and has over 32 years of experience in the finance industry.