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Ryan Michael Mulhearn

Valley National Advisers Inc

Bethlehem, PA

CRD 6316009

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Employer firm

Valley National Advisers Inc CRD 110788

$1.31B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)

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

Current Employers
Valley National Advisers Inc

1655 Valley Center Parkway Suite 100, Bethlehem, PA 18017 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2017-08-23
  • PA RA
    APPROVED
    Since 2017-08-23

Branch Locations

1655 Valley Center Parkway Suite 100, Bethlehem, PA 18017 • 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
Condor Capital Wealth Management Martinsville PA 10/2014 12/2016
Kms Financial Services, Inc Seattle WA 01/2017 06/2017
Valley National Advisers Inc. Bethlehem PA 08/2017 Present
Previous Registrations
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2017-12-22
S65 Uniform Investment Adviser Law Examination 2015-06-05
  • S63 Uniform Securities Agent State Law Examination
    2017-12-22
  • S65 Uniform Investment Adviser Law Examination
    2015-06-05

View on SEC IAPD

Nearby Firms

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CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
LINCOLN INVESTMENT

Nearby Investors

ANDREW FRANCIS AIGNER
KATHLEEN KOVACS MCDERMOTT
JOHN PHILIP CITO

Nearby Offices

MCDERMOTT INVESTMENT ADVISORS, LLC · Bethlehem, PA
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Bethlehem, PA
LINCOLN INVESTMENT · BETHLEHEM, PA

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