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Michael Zaremsky

Valley Financial Management, Inc.

New York, NY

Melville, NY

Valley Wealth Managers, Inc.

New York, NY

Paramus, NJ

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Current Employers
Valley Financial Management, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2026-07-08
  • NY RA
    APPROVED
    Since 2026-07-08

Branch Locations

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

Melville, NY • United States

Valley Wealth Managers, Inc.

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

Current Registrations

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

Branch Locations

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

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
Lazard Asset Management Llc New York NY 07/2007 02/2017
Lazard Asset Management Securities Llc New York NY 10/2010 02/2017
Bank Leumi Usa New York NY 07/2017 04/2022
Unemployed New York NY 03/2017 06/2017
Leumi Investment Services Inc. New York NY 07/2017 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. New York NY 07/2023 Present
  • 07/2007 → 02/2017
    Lazard Asset Management Llc
    New York, NY
  • 10/2010 → 02/2017
    Lazard Asset Management Securities Llc
    New York, NY
  • 07/2017 → 04/2022
    Bank Leumi Usa
    New York, NY
  • 03/2017 → 06/2017
    Unemployed
    New York, NY
  • 07/2017 → 04/2022
    Leumi Investment Services Inc.
    New York, NY
  • 04/2022 → Present
    Valley Financial Management, Inc.
    New York, NY
  • 04/2022 → Present
    Valley National Bank
    New York, NY
  • 07/2023 → Present
    Valley Wealth Managers, Inc.
    New York, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-05-10
S63 Uniform Securities Agent State Law Examination 2005-12-22
  • S66 Uniform Combined State Law Examination
    2018-05-10
  • S63 Uniform Securities Agent State Law Examination
    2005-12-22

View on SEC IAPD

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KINYAN CAPITAL MANAGEMENT LLC · NEW YORK, NY
BRIGHTSPIRE CAPITAL ADVISORS, LLC · NEW YORK, NY
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CRESTVIEW PARTNERS · NEW YORK, NY
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