Best Investors Account Sign in

Kevin Madrigal

Valley Wealth Managers, Inc.

New York, NY

Paramus, NJ

Claim This Profile
Current Employers
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 4Th Floor, 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
Northwestern Mutual Investment Services Llc New York NY 08/2016 03/2018
Louis Cannataro New York NY 01/2016 03/2018
Bradley Bedell New York NY 01/2016 03/2018
Aaron Bell New York NY 06/2016 03/2018
Northwestern Mutual Wealth Management Company Milwaukee WI 06/2017 03/2018
Leumi Investment Services Inc New York NY 03/2018 04/2022
Bank Leumi Usa New York NY 03/2018 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
  • 08/2016 → 03/2018
    Northwestern Mutual Investment Services Llc
    New York, NY
  • 01/2016 → 03/2018
    Louis Cannataro
    New York, NY
  • 01/2016 → 03/2018
    Bradley Bedell
    New York, NY
  • 06/2016 → 03/2018
    Aaron Bell
    New York, NY
  • 06/2017 → 03/2018
    Northwestern Mutual Wealth Management Company
    Milwaukee, WI
  • 03/2018 → 04/2022
    Leumi Investment Services Inc
    New York, NY
  • 03/2018 → 04/2022
    Bank Leumi Usa
    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 2018-07-19
S63 Uniform Securities Agent State Law Examination 2017-02-27
  • S66 Uniform Combined State Law Examination
    2018-07-19
  • S63 Uniform Securities Agent State Law Examination
    2017-02-27
Designations
Other Names
  • Kevin Madrigal

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