Best Investors Account Sign in
Inactive

Bruce Everett Hunt

Rose Valley Asset Management LLC

Media, PA

CRD 2708731

Claim This Profile
Employer firm

Rose Valley Asset Management LLC CRD 141671

$99.8M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting

From the firm’s Form ADV. Read the guides:

Current Employers
Rose Valley Asset Management Llc

230 N. Monroe Street Suite 200, Media, PA 19063-2908 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2006-11-30
  • PA RA
    APPROVED
    Since 2006-11-30

Branch Locations

230 N. Monroe Street Suite 200, Media, PA 19063-2908 • 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
Rose Valley Asset Management Llc Media PA 08/2006 Present
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2001-08-13
S63 Uniform Securities Agent State Law Examination 1996-10-22
  • S65 Uniform Investment Adviser Law Examination
    2001-08-13
  • S63 Uniform Securities Agent State Law Examination
    1996-10-22

View on SEC IAPD

Nearby Firms

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
EDWARD JONES
OBRIEN GREENE & CO INC

Nearby Investors

CHERYL ANN PLUNKETT
CRAIG GARTH HACKER
DAVID JAMES BLOOM

Nearby Offices

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · MEDIA, PA
EDWARD JONES · MEDIA, PA
EDWARD JONES · MEDIA, PA

More in Media, PA

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor