Valley National Advisers Inc.

Valley National Advisers Inc. (CRD# 110788) is a financial advisory firm headquartered in Bethlehem, PA. They manage $1,129,285,725 in 5,118 accounts and serve the financial needs of clients across 19 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,129
    MILLION
  • Total Number of Accounts
    5,118
    ACCOUNTS
  • Average Account Value
    $220,650
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
The map below shows states where this firm has explicit registration only.

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

Financial Advisors at Valley National Advisers Inc.
Showing 11 - 15 of 15 top financial advisors.
11
Laurie A. Siebert
CRD#: 4252935
1655 Valley Center Parkway, Suite 100, Bethlehem, PA 18017

Laurie Siebert (CRD# 4252935) is an Investment Advisor Representative working at Valley National Advisers Inc. in Bethlehem, PA and has over 23 years of experience in the finance industry.

12
Frank J. Stettner
CRD#: 2167432
755 Memorial Parkway, Suite 206, Phillipsburg, NJ 08865

Frank Stettner (CRD# 2167432) is an Investment Advisor Representative working at Valley National Advisers Inc. in Phillipsburg, NJ and has over 32 years of experience in the finance industry.

13
Michael E. Warch
CRD#: 6194428
1655 Valley Center Parkway, Suite 100, Bethlehem, PA 18017

Michael Warch (CRD# 6194428) 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.

14
Donna M. Young
CRD#: 1443678
1655 Valley Center Parkway, Suite 100, Bethlehem, PA 18017

Donna Young (CRD# 1443678) is an Investment Advisor Representative working at Valley National Advisers Inc. in Bethlehem, PA and has over 38 years of experience in the finance industry.

15
Rodman D. Young
CRD#: 4463184
1655 Valley Center Parkway, Suite 100, Bethlehem, PA 18017

Rodman Young (CRD# 4463184) is an Investment Advisor Representative working at Valley National Advisers Inc. in Bethlehem, PA and has 1 year of experience in the finance industry.

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