Valley National Advisers Inc.
Valley National Advisers Inc. (CRD# 110788) is a financial advisory firm headquartered in Bethlehem, PA. They manage $1,301,950,845 in 5,280 accounts and serve the financial needs of clients across 19 states (or territories).
-
Total Assets Under Management1,302MILLION
-
Total Number of Accounts5,280ACCOUNTS
-
Average Account Value$246,582
- 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, CO, CT, DE, FL, GA, 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 13 years of experience in the finance industry.
Ildebrando Cruz (CRD# 5039665) 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.
Joseph Goldfeder (CRD# 5204219) 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.
Ryan Mulhearn (CRD# 6316009) 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.
Matthew Petrozelli (CRD# 4720275) is an Investment Advisor Representative working at Valley National Advisers Inc. in Bethlehem, PA and has over 20 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 39 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 4 years of experience in the finance industry.
Timothy Roof (CRD# 4706287) 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.
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 5 years of experience in the finance industry.