James Todd Vogt

Employer firm

Pine Valley Investments CRD 173995

$2.67B regulatory AUM 1 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Pension consulting
• Selection of other advisers

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2016 → 05/2023
  Tower Bridge Advisors, Inc.
  Conshohocken, PA
• 05/2023 → Present
  Pine Valley Investments
  Marlton, NJ

Previous Registrations

• 2019-10-24 → 2023-05-19
  Tower Bridge Advisors
  West Conshohocken, PA
• 2006-06-01 → 2016-01-27
  Valley Forge Asset Management, Llc
  King Of Prussia, PA
  King Of Prussia, PA

Other Businesses

Owns shares of Tower Bridge Advisors. Investment related, zero hours devoted, no duties.

Exams

• S66 Uniform Combined State Law Examination
  2000-03-17