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Eliyahu Yosef Engelman

Valley Financial Management, Inc.

New York, NY

Valley Wealth Managers, Inc.

Paramus, NJ

New York, NY

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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 2026-05-19
  • NY RA
    APPROVED
    Since 2026-05-19

Branch Locations

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

Valley Wealth Managers, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2023-09-26
  • NY RA
    APPROVED
    Since 2023-09-26

Branch Locations

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

350 Madison Ave 4Th Floor, New York, NY 10017 • 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 01/2016 Present
Valley Financial Management, Inc. New York NY 07/2023 Present
Valley National Bank New York NY 07/2023 Present
Valley Wealth Managers, Inc. New York NY 07/2023 Present
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-07-13
  • S66 Uniform Combined State Law Examination
    2023-07-13
Other Names
  • Eli Engelman
  • Aliyahu Yosef Engelman

View on SEC IAPD

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