Amanda Spiteri

$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	2026-06-23

Branch Locations

350 Madison Ave. 4Th Floor, Compliance Department, New York, NY 10017 • USA

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

Current Registrations

Authority	Category	Status	Date
NY	RA	APPROVED	2024-10-28

Branch Locations

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
Student	Scranton	PA	08/2009	05/2019
Aaron Bell	New York	NY	05/2019	12/2019
Louis S Cannataro	New York	NY	05/2019	12/2019
Northwestern Mutual Investment Services Llc	New York	NY	01/2020	02/2023
Aaron Bell	New York	NY	12/2019	02/2023
Louis Cannataro	New York	NY	12/2019	02/2023
Valley Financial Management, Inc.	New York	NY	02/2023	Present
Valley National Bank	New York	NY	02/2023	Present
Valley Wealth Managers, Inc.	New York	NY	10/2024	Present

Code	Exam	Date
S66	Uniform Combined State Law Examination	2024-10-19
S63	Uniform Securities Agent State Law Examination	2021-07-26

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