Valicenti Advisory Services Inc

Overview

Valicenti Advisory Services Inc. operates as an independent, privately owned registered investment adviser that has been SEC-registered since 1983. The firm serves individuals, families and some institutional clients, offering financial planning and portfolio management for individuals and small businesses. Its fee model combines asset-based fees and hourly billing. Investment activity tilts toward equities: ADV disclosures list a preference for equity instruments and identify non-exchange-traded equities as the single largest asset type on the books. The firm is not positioned as a capital allocator, does not self-identify as an active ESG investor, and does not operate as a multi-state adviser. An industry affiliation with an insurance company is noted.

Assets & Accounts

Public Holdings

Investments & Alternatives