VALLEY NATIONAL INVESTMENTS, INC.

Broker-DealerFINRA MemberEst. 1985
Total AUM
Advisory reps
17
Avg account
$0

Firm details

Headquarters
BETHLEHEM, Pennsylvania
CRD number
16715
Registered since
August 14, 1985

Firm profile

FINTRX

Overview

Valley National Investments, Inc. is recorded as a corporate advisory entity that has been SEC-registered since 1985 and is owned by an individual. The firm is classified as "unclassified" in the dataset. The profile indicates it is not a capital allocator and is not designated an active ESG investor, a multi-state adviser, a pension consultant, a related adviser, or a newly formed adviser. The firm did not provide descriptive information about its business activities, advisory services, client types, or fee arrangements in the source data. That absence limits visibility into its target clients, service model, or investment philosophy.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

2 of 2
  • Lilian Rosario

    Financial Advisor & Back Office CoordinatorCRD 7979280

  • MATTHEW PETROZELLI

    Chief Executive OfficerCRD 4720275

Contacts

3 of 15
  • FRANK STETTNER

    Senior Vice PresidentCRD 2167432

  • Ingrid Holder

    Relationship ManagerCRD 4696813

  • DEBRA ALMACK

    Corporate ControllerCRD 7404585

Unlock 12 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

BETHLEHEM, PA

NORTHAMPTON

Location

BETHLEHEM, PA

Headquartered in BETHLEHEM, PA, in the Northeast of the United States.

Region
Northeast
County
NORTHAMPTON
Address
1655 Valley Center Pkwy
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth