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 recorded as a corporation that has been SEC-registered since 1985 and is owned by an individual. FINTRX classifies the firm as unclassified and does not identify it as a capital allocator, multi-state adviser, pension consultant, related adviser, or active ESG investor. The data set does not list the firm’s advisory or business activities, fee schedule, or client segments.
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 16
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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