Best Investors Account Sign in

Ayelet Osnat Kindler

Valley Financial Management, Inc.

New York, NY

New York, NY

Paramus, NJ

Valley Wealth Managers, Inc.

Paramus, NJ

Claim This Profile
Current Employers
Valley Financial Management, Inc.

350 Madison Ave. Compliance 4Th Floor, New York, NY 10017 • United States

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2026-05-20
NY RA APPROVED 2026-05-20
  • NJ RA
    APPROVED
    Since 2026-05-20
  • NY RA
    APPROVED
    Since 2026-05-20

Branch Locations

350 Madison Avenue, New York, NY 10017 • United States

350 Madison Ave. 4Th Floor, Compliance Department, New York, NY 10017 • USA

80 East Ridgewood Avenue, Paramus, NJ 07652 • United States

Valley Wealth Managers, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2023-07-27
  • NJ RA
    APPROVED
    Since 2023-07-27

Branch Locations

80 East Ridgewood Ave Suite 3, Paramus, NJ 07652 • 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
Bank Leumi Usa New York NY 11/1998 04/2022
Leumi Investment Services Inc. New York NY 11/2005 04/2022
Valley Financial Management, Inc. New York NY 04/2022 Present
Valley National Bank New York NY 04/2022 Present
Valley Wealth Managers, Inc. Paramus NJ 07/2023 Present
Previous Registrations
  • 2003-02-26 → 2005-11-04
    Invest Financial Corporation
    New York, NY
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2003-01-07
S63 Uniform Securities Agent State Law Examination 2000-06-23
  • S65 Uniform Investment Adviser Law Examination
    2003-01-07
  • S63 Uniform Securities Agent State Law Examination
    2000-06-23
Designations
Other Names
  • Ayelet Osnat Shimoni

View on SEC IAPD

Other Firms

ISLET MANAGEMENT, LP
P2 CAPITAL PARTNERS, LLC
KINYAN CAPITAL MANAGEMENT LLC
BRIGHTSPIRE CAPITAL ADVISORS, LLC
ACORN ADVISORY CAPITAL, L.P.
COMPASS GROUP LLC
CRESTVIEW PARTNERS
LEEDS EQUITY PARTNERS

Other Investors

STEVEN MARC MUEHLGAY
STEPHANIE LYNN FAGENSON
Ross Gladstone
Logan Stephen Michals
JONATHAN HARRY SIEGEL
HAL WILLIAM BROWN
RICCARDO MARIA RAINIERI
TEDDY LELLOS

Other Offices

ISLET MANAGEMENT, LP · NEW YORK, NY
P2 CAPITAL PARTNERS, LLC · NEW YORK, NY
KINYAN CAPITAL MANAGEMENT LLC · NEW YORK, NY
BRIGHTSPIRE CAPITAL ADVISORS, LLC · NEW YORK, NY
ACORN ADVISORY CAPITAL, L.P. · NEW YORK, NY
COMPASS GROUP LLC · NEW YORK, NY
CRESTVIEW PARTNERS · NEW YORK, NY
LEEDS EQUITY PARTNERS · NEW YORK, NY

More in New York, NY

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor