Gerard Valenti

Current Employers

Osaic Institutions, Inc.

538 Preston Avenue, Meriden, CT 06450-4858 • United States

Current Registrations

Authority	Category	Status	Date
NJ	RA	APPROVED	2025-07-16

NJ RA
APPROVED

Since 2025-07-16

Branch Locations

223 Changebridge Rd, Montville, NJ 07045 • United States

175 Homans Ave, Closter, NJ 07642 • United States

1505 Teaneck Rd, Teaneck, NJ 07666 • United States

159 Broadway, Hillsdale, NJ 07642 • United States

400 River Rd, New Milford, NJ 07646 • United States

189 County Rd, Cresskill, NJ 07626 • United States

135 N Washington Ave, Bergenfield, NJ 07621 • United States

740 Palisade Ave, Teaneck, NJ 07666 • United States

80 County Rd, Tenafly, NJ 07670 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal Yes
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Investors Bank	Bloomfield	NJ	12/2012	03/2022
Invest Financial Corp	Tampa	FL	10/2015	12/2017
Cetera Investment Services Llc	St. Cloud	MN	12/2017	03/2025
Cetera Investment Advisers Llc	Pine Brook	NJ	07/2021	03/2025
Kearny Bank	Pine Brook	NJ	04/2022	03/2025
Lpl Financial Llc	Parsippany	NJ	04/2025	07/2025
M&T Bank	Parsippany	NJ	04/2025	07/2025
Osaic Institutions, Inc.	Meriden	CT	07/2025	Present

12/2012 → 03/2022

Investors Bank

Bloomfield, NJ
10/2015 → 12/2017

Invest Financial Corp

Tampa, FL
12/2017 → 03/2025

Cetera Investment Services Llc

St. Cloud, MN
07/2021 → 03/2025

Cetera Investment Advisers Llc

Pine Brook, NJ
04/2022 → 03/2025

Kearny Bank

Pine Brook, NJ
04/2025 → 07/2025

Lpl Financial Llc

Parsippany, NJ
04/2025 → 07/2025

M&T Bank

Parsippany, NJ
07/2025 → Present

Osaic Institutions, Inc.

Meriden, CT

Previous Registrations

2025-04-08 → 2025-07-23

Lpl Financial Llc

Florham Park, NJ

Denville, NJ

Cresskill, NJ

Randolph, NJ

Parsippany, NJ
2021-07-12 → 2025-04-04

Cetera Investment Advisers Llc

Garfield, NJ

Toms River, NJ

Pine Brook, NJ

Other Businesses

1.) NVE Bank (subsidiary of ION Bank). Banking. Yes, investment related. Started July 2025. Approx 200 hours per month.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2021-07-09
S63	Uniform Securities Agent State Law Examination	2016-02-22

S65 Uniform Investment Adviser Law Examination

2021-07-09
S63 Uniform Securities Agent State Law Examination

2016-02-22

View on SEC IAPD