Valley National Advisers Inc.

Valley National Advisers Inc. (CRD# 110788) is a financial advisory firm headquartered in Bethlehem, PA. They manage $608,029,961 in 3,354 accounts and serve the financial needs of clients across 10 states (or territories).

By the Numbers
  • Total Assets Under Management
    608
    MILLION
  • Total Number of Accounts
    3,354
    ACCOUNTS
  • Average Account Value
    $181,285
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • 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.

FL, GA, MD, NH, NJ, NY, PA, SC, TX, VA

Financial Advisors at Valley National Advisers Inc.
Showing 1 - 10 of 16 top financial advisors.
1
Jaclyn M. Cornelius
CRD#: 4865084
1655 Valley Center Parkway, Suite 100, Bethlehem, PA 18017
96
Wealthminder
score

Jaclyn Cornelius (CRD# 4865084) 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. 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.

2
Joseph F. Goldfeder
CRD#: 5204219
1655 Valley Center Parkway, Suite 100, Bethlehem, PA 18017
96
Wealthminder
score

Joseph Goldfeder (CRD# 5204219) is an Investment Advisor Representative working at Valley National Advisers Inc. in Bethlehem, PA and has over 9 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.

3
Timothy G. Roof
CRD#: 4706287
1655 Valley Center Parkway, Suite 100, Bethlehem, PA 18017
96
Wealthminder
score

Timothy Roof (CRD# 4706287) is an Investment Advisor Representative working at Valley National Advisers Inc. in Bethlehem, PA and has over 9 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.

4
Laurie A. Siebert
CRD#: 4252935
1655 Valley Center Parkway, Suite 100, Bethlehem, PA 18017
96
Wealthminder
score

Laurie Siebert (CRD# 4252935) is an Investment Advisor Representative working at Valley National Advisers Inc. in Bethlehem, PA and has over 16 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.

5
Frank J. Stettner
CRD#: 2167432
825 Belvidere Road, Phillipsburg, NJ 08865
96
Wealthminder
score

Frank Stettner (CRD# 2167432) is an Investment Advisor Representative working at Valley National Advisers Inc. in Phillipsburg, NJ and has over 25 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.

6
Ildebrando E. Cruz
CRD#: 5039665
1655 Valley Center Parkway, Suite 100, Bethlehem, PA 18017
93
Wealthminder
score

Ildebrando Cruz (CRD# 5039665) 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.

7
Michael A. Ippoliti
CRD#: 4671887
1655 Valley Center Pky, Ste 160, Suite 100, Bethlehem, PA 18017
93
Wealthminder
score

Michael Ippoliti (CRD# 4671887) 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.

8
Matthew E. Petrozelli
CRD#: 4720275
1655 Valley Center Parkway, Suite 100, Bethlehem, PA 18017
93
Wealthminder
score

Matthew Petrozelli (CRD# 4720275) 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.

9
Thomas M. Riddle
CRD#: 1335487
1655 Valley Center Parkway, Suite 100, Bethlehem, PA 18017
93
Wealthminder
score

Thomas Riddle (CRD# 1335487) is an Investment Advisor Representative working at Valley National Advisers Inc. in Bethlehem, PA and has over 31 years of experience in the finance industry.

10
Donna M. Young
CRD#: 1443678
1655 Valley Center Parkway, Suite 100, Bethlehem, PA 18017
93
Wealthminder
score

Donna Young (CRD# 1443678) is an Investment Advisor Representative working at Valley National Advisers Inc. in Bethlehem, PA and has over 30 years of experience in the finance industry.

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