Best Investors Account Sign in

Ildebrando E Cruz

Valley National Advisers Inc

Bethlehem, PA

CRD 5039665

Claim This Profile
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 2015-02-09
  • PA RA
    APPROVED
    Since 2015-02-09

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
Valley National Investments, Inc Bethlehem PA 04/2007 Present
  • 04/2007 → Present
    Valley National Investments, Inc
    Bethlehem, PA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2009-08-06
  • S66 Uniform Combined State Law Examination
    2009-08-06

View on SEC IAPD

Nearby Firms

MCDERMOTT INVESTMENT ADVISORS, LLC
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

More in Bethlehem, PA

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor