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Valpey Financial Services LLC CRD 154154
$226M regulatory AUM 14 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
100 North Main Street Suite 500, Concord, NH 03301 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NH | RA | APPROVED | 2026-06-04 |
Branch Locations
100 North Main Street Suite 500, Concord, NH 03301 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Valpey Financial Services | Concord | NH | 06/2026 | Present |
| Cofi Advisors | Portsmouth | NH | 04/2026 | 04/2026 |
| Unemployed | Deerfield | NH | 12/2025 | 03/2026 |
| Unemployed | Deerfield | NH | 05/2026 | 05/2026 |
| Fidelity Brokerage Services Llc | Merrimack | NH | 01/2019 | 11/2025 |
| Unemployed | Bergen | 08/2018 | 01/2019 | |
| U.S. Peace Corps | Windhoek | 04/2016 | 08/2018 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-01-31 |
| S63 | Uniform Securities Agent State Law Examination | 2019-05-11 |
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