Valley National Advisers Inc.

Valley National Advisers Inc. (CRD# 110788) is a financial advisory firm headquartered in Bethlehem, PA. They manage $1,008,084,370 in 4,334 accounts and serve the financial needs of clients across 17 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,008
    MILLION
  • Total Number of Accounts
    4,334
    ACCOUNTS
  • Average Account Value
    $232,599
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.

AZ, CA, CT, FL, GA, MA, MD, NC, NH, NJ, NY, PA, SC, TN, TX, UT, VA

Financial Advisors at Valley National Advisers Inc.
Showing 1 - 10 of 18 top financial advisors.
1
Eric J. Cedor
CRD#: 6303465
1655 Valley Center Parkway, Suite 100, Bethlehem, PA 18017

Eric Cedor (CRD# 6303465) 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.

2
Jaclyn M. Cornelius
CRD#: 4865084
1655 Valley Center Parkway, Suite 100, Bethlehem, PA 18017

Jaclyn Cornelius (CRD# 4865084) is an Investment Advisor Representative working at Valley National Advisers Inc. in Bethlehem, PA and has over 10 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.

3
Ildebrando E. Cruz
CRD#: 5039665
1655 Valley Center Parkway, Suite 100, Bethlehem, PA 18017

Ildebrando Cruz (CRD# 5039665) 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.

4
Joseph F. Goldfeder
CRD#: 5204219
1655 Valley Center Parkway, Suite 100, Bethlehem, PA 18017

Joseph Goldfeder (CRD# 5204219) 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. 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.

5
Michael A. Ippoliti
CRD#: 4671887
1655 Valley Center Pky, Ste 160, Suite 100, Bethlehem, PA 18017

Michael Ippoliti (CRD# 4671887) 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 Ippoliti 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
Ryan M. Mulhearn
CRD#: 6316009
1655 Valley Center Parkway, Suite 100, Bethlehem, PA 18017

Ryan Mulhearn (CRD# 6316009) 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.

7
Matthew E. Petrozelli
CRD#: 4720275
1655 Valley Center Parkway, Suite 100, Bethlehem, PA 18017

Matthew Petrozelli (CRD# 4720275) 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.

8
Thomas M. Riddle
CRD#: 1335487
1655 Valley Center Parkway, Suite 100, Bethlehem, PA 18017

Thomas Riddle (CRD# 1335487) is an Investment Advisor Representative working at Valley National Advisers Inc. in Bethlehem, PA and has over 35 years of experience in the finance industry.

9
Jonathan L. Ritter
CRD#: 7058863
1655 Valley Center Parkway, Suite 100, Bethlehem, PA 18017

Jonathan Ritter (CRD# 7058863) is an Investment Advisor Representative working at Valley National Advisers Inc. in Bethlehem, PA and has 1 year 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.

10
Timothy G. Roof
CRD#: 4706287
1655 Valley Center Parkway, Suite 100, Bethlehem, PA 18017

Timothy Roof (CRD# 4706287) 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. 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.

1 2 ... Next
Ready to hire a financial advisor? Get competitive proposals from multiple advisors.