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Leanne Marie Polizzano

Valley Wealth Managers, Inc.

Paramus, NJ

CRD 1404113

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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

AuthorityCategoryStatusDate
NJ RA APPROVED 2023-08-29
  • NJ RA
    APPROVED
    Since 2023-08-29

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
Hallmark Capital Management Inc Wayne NJ 04/2016 Present
  • 04/2016 → Present
    Hallmark Capital Management Inc
    Wayne, NJ
Previous Registrations
  • 2012-05-22 → 2016-04-07
    New Century Asset Management, Inc.
    Wayne, NJ
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2012-05-21
S63 Uniform Securities Agent State Law Examination 1986-03-24
  • S65 Uniform Investment Adviser Law Examination
    2012-05-21
  • S63 Uniform Securities Agent State Law Examination
    1986-03-24
Designations
  • Certified Financial Planner
Other Names
  • Leanne Marie Polizzano
  • Leanne Polizzano
  • Leanne Marie Dowd

View on SEC IAPD

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