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Valley Financial Management, Inc. CRD 105387
$473.3K regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
350 Madison Ave. Compliance 4Th Floor, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2026-05-19 |
Branch Locations
80 East Ridgewood Ave Suite 3, Paramus, NJ 07652 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-07-13 |
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