Best Investors Account Sign in
Inactive

Steven Ali Tussi

Valley Wealth Managers, Inc.

Atlanta, GA

CRD 4705065

Claim This Profile
Employer firm

Valley Wealth Managers, Inc. CRD 108879

$2.69B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Selection of other advisers

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

Current Employers
Valley Wealth Managers, Inc.

80 East Ridgewood Ave Suite 3, Paramus, NJ 07652 • United States

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2023-08-29
  • GA RA
    APPROVED
    Since 2023-08-29

Branch Locations

Atlanta, GA • 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
Hallmark Capital Management, Inc. Paramus NJ 12/2003 Present
  • 12/2003 → Present
    Hallmark Capital Management, Inc.
    Paramus, NJ
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2010-07-22
S63 Uniform Securities Agent State Law Examination 2003-10-31
  • S65 Uniform Investment Adviser Law Examination
    2010-07-22
  • S63 Uniform Securities Agent State Law Examination
    2003-10-31

View on SEC IAPD

More in Atlanta, GA

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor