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CRD 4310501
Valley Wealth Managers, Inc. CRD 108879
$2.69B regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
80 East Ridgewood Ave Suite 3, Paramus, NJ 07652 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2024-04-02 |
Branch Locations
80 East Ridgewood Ave Suite 3, Paramus, NJ 07652 • United States
350 Madison Avenue, New York, NY 10017 • United States
350 Madison Ave. Compliance 4Th Floor, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-07-15 |
Branch Locations
350 Madison Ave. 4Th Floor, Compliance Department, New York, NY 10017 • USA
350 Madison Avenue, New York, NY 10017 • United States
Huntington, NY • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Leumi Investment Services Inc. | New York | NY | 10/2000 | 04/2022 |
| Bank Leumi Usa | New York | NY | 01/1993 | 04/2019 |
| Valley Financial Management, Inc. | New York | NY | 04/2022 | Present |
| Valley National Bank | New York | NY | 04/2022 | Present |
| Valley Wealth Managers, Inc. | New York | NY | 03/2024 | Present |
| Bank Leumi Usa | New York | NY | 05/2019 | 04/2022 |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2001-03-05 |
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