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Robert Michael Pulit

Valley Brook Capital Group

Venetia, PA

CRD 1779439

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Employer firm

Valley Brook Capital Group CRD 122460

$223M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting

From the firm’s Form ADV. Read the guides:

Current Employers
Valley Brook Capital Group

538 Valley Brook Road Suite 100, Venetia, PA 15367 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2007-03-23
  • PA RA
    APPROVED
    Since 2007-03-23

Branch Locations

538 Valley Brook Road Suite 100, Venetia, PA 15367 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Valley Brook Capital Group, Inc. Mcmurray PA 06/2010 Present
  • 06/2010 → Present
    Valley Brook Capital Group, Inc.
    Mcmurray, PA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2007-03-22
S63 Uniform Securities Agent State Law Examination 1988-06-23
  • S65 Uniform Investment Adviser Law Examination
    2007-03-22
  • S63 Uniform Securities Agent State Law Examination
    1988-06-23

View on SEC IAPD

Nearby Firms

NEWEDGE ADVISORS
NEW EDGE WEALTH
CONFLUENCE FINANCIAL PARTNERS

Nearby Investors

Benjamin Louis Martik
JAYME ALAN RUSSO
GREGORY JON MARTIK

Nearby Offices

VALLEY BROOK CAPITAL GROUP · VENETIA, PA
NEWEDGE ADVISORS · MCMURRAY, PA
NEW EDGE WEALTH · McMurray, PA

More in Venetia, PA

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