Brian Joshua Ycaza

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 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

• S65 Uniform Investment Adviser Law Examination
  2026-01-19
• S63 Uniform Securities Agent State Law Examination
  2018-12-19

Designations

• Certified Financial Planner

Other Names

• Brian Ycaza