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Louis Felicetta Ruize

Valicenti Advisory Services Inc

Elmira, NY

CRD 4523208

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Employer firm

Valicenti Advisory Services Inc CRD 110669

$820M regulatory AUM 1 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)

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

Current Employers
Valicenti Advisory Services Inc

400 East Water Street, Elmira, NY 14901-3411 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2021-08-03
  • NY RA
    APPROVED
    Since 2021-08-03

Branch Locations

400 East Water Street, Elmira, NY 14901-3411 • 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
Valicenti Advisory Services, Inc. Elmira NY 04/2016 Present
Other Names
  • Louis Felicetta

View on SEC IAPD

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