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Brian Joshua Ycaza

Valley Wealth Managers, Inc.

Paramus, NJ

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Current Employers
Valley Wealth Managers, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2026-01-20
NY RA APPROVED 2026-01-19
  • NJ RA
    APPROVED
    Since 2026-01-20
  • NY RA
    APPROVED
    Since 2026-01-19

Branch Locations

80 East Ridgewood Ave Suite 3, Paramus, NJ 07652 • 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
Bradley Bedell New York NY 10/2017 06/2018
Tronex International Inc Mount Olive NJ 06/2015 10/2017
Aaron Bell New York NY 10/2017 06/2018
Louis S Cannataro New York NY 10/2017 06/2018
Robert Reni New York NY 10/2017 06/2018
Louis Cannataro New York NY 06/2018 01/2021
Aaron Bell New York NY 06/2018 01/2021
Bradley Bedell New York NY 06/2018 06/2019
Robert Reni New York NY 06/2018 01/2021
Northwestern Mutual Investment Services Llc New York NY 06/2018 01/2021
Bank Leumi Usa New York NY 01/2021 04/2022
Leumi Investment Services Inc. New York NY 03/2021 04/2022
Valley Financial Management, Inc. New York NY 04/2022 Present
Valley National Bank New York NY 04/2022 Present
  • 10/2017 → 06/2018
    Bradley Bedell
    New York, NY
  • 06/2015 → 10/2017
    Tronex International Inc
    Mount Olive, NJ
  • 10/2017 → 06/2018
    Aaron Bell
    New York, NY
  • 10/2017 → 06/2018
    Louis S Cannataro
    New York, NY
  • 10/2017 → 06/2018
    Robert Reni
    New York, NY
  • 06/2018 → 01/2021
    Louis Cannataro
    New York, NY
  • 06/2018 → 01/2021
    Aaron Bell
    New York, NY
  • 06/2018 → 06/2019
    Bradley Bedell
    New York, NY
  • 06/2018 → 01/2021
    Robert Reni
    New York, NY
  • 06/2018 → 01/2021
    Northwestern Mutual Investment Services Llc
    New York, NY
  • 01/2021 → 04/2022
    Bank Leumi Usa
    New York, NY
  • 03/2021 → 04/2022
    Leumi Investment Services Inc.
    New York, NY
  • 04/2022 → Present
    Valley Financial Management, Inc.
    New York, NY
  • 04/2022 → Present
    Valley National Bank
    New York, NY
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-01-19
S63 Uniform Securities Agent State Law Examination 2018-12-19
  • S65 Uniform Investment Adviser Law Examination
    2026-01-19
  • S63 Uniform Securities Agent State Law Examination
    2018-12-19
Designations
Other Names
  • Brian Ycaza

View on SEC IAPD

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SANCTUARY ADVISORS, LLC

Other Investors

Jennifer Williams
Claudine D. Isaac
Emma B. Hallett
Inna Price
Daniel K Roh
Thomas W. Larsen
JEREMY DAVID BROWER
Natalia Oliver

Other Offices

J.P. MORGAN SECURITIES LLC · Paramus, NJ
J.P. MORGAN SECURITIES LLC · Paramus, NJ
J.P. MORGAN SECURITIES LLC · Paramus, NJ
WELLS FARGO CLEARING SERVICES, LLC · PARAMUS, NJ
WELLS FARGO CLEARING SERVICES, LLC · PARAMUS, NJ
LPL FINANCIAL LLC · PARAMUS, NJ
WELLS FARGO CLEARING SERVICES, LLC · PARAMUS, NJ
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · PARAMUS, NJ

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