Matthew E Petrozelli

Employer firm

Valley National Advisers Inc CRD 110788

$1.31B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)

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

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

Current Employers

Employment History

• 02/2011 → Present
  Valley National Investments, Inc.
  Bethlehem, PA

Previous Registrations

• 2009-07-23 → 2011-01-26
  Hsbc Securities (Usa) Inc.
  Pelham, NY
• 2006-02-06 → 2009-02-21
  Strategic Advisers Llc
  Stamford, CT

Other Businesses

EMMAX REAL ESTATE LLC, 1970 VELVET TRAIL LANE, HELLERTOWN, PA 18055, REAL ESTATE HOLDING, INV RELATED, MANAGEMENT OF INVESTMENT PROPERTIES, 50% OWNER, 1-5 HRS/MONTH DURING NON-BUSINESS HOURS, ZERO HRS/MONTH DURING TRADING HOURS.

Exams

• S66 Uniform Combined State Law Examination
  2006-01-20
• S63 Uniform Securities Agent State Law Examination
  2003-12-30