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Chagit Raskin

Valley Wealth Managers, Inc.

Paramus, NJ

Valley Financial Management, Inc.

New York, NY

Paramus, NJ

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Current Employers
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

Valley Financial Management, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2021-07-15
NJ RA APPROVED 2019-07-05
  • NY RA
    APPROVED
    Since 2021-07-15
  • NJ RA
    APPROVED
    Since 2019-07-05

Branch Locations

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

80 East Ridgewood Avenue, 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
Leumi Investment Services Inc New York NY 10/2015 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
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2016-09-28
  • S66 Uniform Combined State Law Examination
    2016-09-28
Other Names
  • Chagit Raskin
  • Chagit Raskin

View on SEC IAPD

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