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 registered as an SEC advisor in 1985 and is owned by an individual. The FINTRX snapshot classifies the firm as "Unclassified" and flags it as not a capital allocator. The profile also indicates the firm is not an active ESG investor, is not designated as a multi-state adviser, is not a pension consultant, and is not listed as a related adviser or newly formed adviser. The database entry contains little detail about the firm's service model or target clients: fields for client base, fee structure, business activities, and advisory activities are not populated in the provided record. That absence limits the ability to describe the firm's positioning, client segments, or typical fee arrangements from this dataset alone.
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
Lilian Rosario
Financial Advisor & Back Office CoordinatorCRD 7979280

Matthew Petrozelli
Chief Executive OfficerCRD 4720275
Contacts
3 of 14Frank Stettner
Senior Vice PresidentCRD 2167432
Ingrid Holder
Relationship ManagerCRD 4696813

Debra Almack
Corporate ControllerCRD 7404585
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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