Valley National Investments, Inc.

Broker-DealerFINRA MemberEst. 1985
Total AUM
Advisory reps
16
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 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

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
  • Lilian Rosario

    Lilian Rosario

    Financial Advisor & Back Office CoordinatorCRD 7979280

  • Matthew Petrozelli

    Matthew Petrozelli

    Chief Executive OfficerCRD 4720275

Contacts

3 of 14
  • Frank Stettner

    Frank Stettner

    Senior Vice PresidentCRD 2167432

  • Ingrid Holder

    Relationship ManagerCRD 4696813

  • Debra Almack

    Debra Almack

    Corporate ControllerCRD 7404585

Unlock 11 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

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

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth