David Zachary Chesir

Employer firm

Valley Wealth Managers, Inc. CRD 108879

$2.69B regulatory AUM

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Portfolio management (institutions)
Selection of other advisers

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

Current Employers

Valley Wealth Managers, Inc.

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

Current Registrations

Authority	Category	Status	Date
NJ	RA	APPROVED	2023-07-27

NJ RA
APPROVED

Since 2023-07-27

Branch Locations

80 East Ridgewood Ave Suite 3, Paramus, NJ 07652 • 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 No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint Yes
Termination No

Employment History

Organization	City	State	From	To
Leumi Investment Services Inc	New York	NY	11/2001	04/2022
Bank Leumi Usa	New York	NY	07/1982	04/2022
Valley Financial Management, Inc.	New York	NY	04/2022	Present
Valley National Bank	New York	NY	04/2022	Present
Valley Wealth Managers, Inc.	Paramus	NJ	07/2023	Present

11/2001 → 04/2022

Leumi Investment Services Inc

New York, NY
07/1982 → 04/2022

Bank Leumi Usa

New York, NY
04/2022 → Present

Valley Financial Management, Inc.

New York, NY
04/2022 → Present

Valley National Bank

New York, NY
07/2023 → Present

Valley Wealth Managers, Inc.

Paramus, NJ

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2004-04-01
S63	Uniform Securities Agent State Law Examination	2002-08-07

S65 Uniform Investment Adviser Law Examination

2004-04-01
S63 Uniform Securities Agent State Law Examination

2002-08-07

View on SEC IAPD

Employer firm

Current Employers

Valley Wealth Managers, Inc.

Disclosures

Employment History

Exams

Nearby Firms

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Nearby Offices

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