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 organized as a corporation and has been SEC-registered since 1985. Ownership is held by an individual rather than a corporate parent or institutional owner. FINTRX classifies the firm as unclassified and flags several negative/absent attributes: it is not identified as a capital allocator, not active on ESG initiatives, not a multi-state adviser, not a pension consultant, not newly formed, and not listed as a related adviser. The firm has not provided descriptive detail on its advisory or business activities, client segments, fee structure, or investment focus in the source data, so there is no public profile of its investment philosophy or service offerings in the available record.

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

    Lilian Rosario

    Financial Advisor & Back Office CoordinatorCRD 7979280

  • Matthew Petrozelli

    Matthew Petrozelli

    Chief Executive OfficerCRD 4720275

Contacts

3 of 15
  • Frank Stettner

    Frank Stettner

    Senior Vice PresidentCRD 2167432

  • Ingrid Holder

    Relationship ManagerCRD 4696813

  • Debra Almack

    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