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 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

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
  • Matthew Petrozelli

    Matthew Petrozelli

    Chief Executive OfficerCRD 4720275

  • Lilian Rosario

    Lilian Rosario

    Financial Advisor & Back Office CoordinatorCRD 7979280

Contacts

3 of 15
  • Joseph Goldfeder

    Joseph Goldfeder

    Vice PresidentCRD 5204219

  • Laurie Siebert

    Laurie Siebert

    Senior Vice PresidentCRD 4252935

  • Michael Warch

    Michael Warch

    Vice PresidentCRD 6194428

Unlock 12 more contacts

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

FINTRX

Recent filings

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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