Valley National Investments, Inc.
Firm details
- Headquarters
- Bethlehem, Pennsylvania
- CRD number
- 16715
- Registered since
- August 14, 1985
- Website
- valleynationalgroup.com
Firm profile
FINTRXOverview
Valley National Investments, Inc. is organized as a corporation and has been registered with the SEC since 1985. The firm is listed as individually owned and is classified in the dataset as "Unclassified" rather than under a specific advisory archetype. The record indicates the firm is not positioned as a capital allocator and is not identified as an active ESG investor. The dataset does not provide details on the firm's advisory lines, client segments, fee model, or specific business activities. Several registry flags are set to "No" (multi-state adviser, newly formed adviser, pension consultant, related adviser), which suggests limited public reporting in the source rather than a clear picture of target clients or services.
Assets & Accounts
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
2 of 2
Matthew Petrozelli
Chief Executive OfficerCRD 4720275

Lilian Rosario
Financial Advisor & Back Office CoordinatorCRD 7979280
Contacts
3 of 15
Joseph Goldfeder
Vice PresidentCRD 5204219

Laurie Siebert
Senior Vice PresidentCRD 4252935

Michael Warch
Vice PresidentCRD 6194428
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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