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 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
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 15Frank 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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