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Valley Wealth Managers, Inc. CRD 108879
$2.69B regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
80 East Ridgewood Ave Suite 3, Paramus, NJ 07652 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2023-08-04 |
Branch Locations
350 Madison Avenue 4Th Floor, New York, NY 10017 • United States
80 East Ridgewood Ave Suite 3, Paramus, NJ 07652 • United States
350 Madison Ave. Compliance 4Th Floor, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2023-06-16 |
Branch Locations
350 Madison Ave. 4Th Floor, Compliance Department, New York, NY 10017 • USA
350 Madison Avenue, New York, NY 10017 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Baruch College | New York | NY | 01/2015 | 12/2016 |
| Unemployed | Brooklyn | NY | 01/2017 | 07/2017 |
| Oppenheimerfunds | New York | NY | 08/2017 | 05/2018 |
| Footfit Podiatry | Queens | NY | 06/2018 | 07/2019 |
| Signature Securities | New York | NY | 07/2019 | 06/2021 |
| Insight Global | New York | NY | 08/2022 | 11/2022 |
| Valley National Bank | New York | NY | 11/2022 | Present |
| Valley Wealth Managers, Inc. | New York | NY | 07/2023 | Present |
| Unemployed | New York | NY | 06/2021 | 08/2022 |
| Valley Financial Management, Inc. | New York | NY | 11/2022 | Present |
Outside Business Activity consists of UBER/LIFT/ ride share services. Independent contractor for UBER/LIFT, as a driver for hire, start date 5/25/2025. Activity is conducted during off work hours/weekends, not investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-09-12 |
| S63 | Uniform Securities Agent State Law Examination | 2017-10-10 |
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