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 corporate advisory entity that has been SEC-registered since 1985 and is owned by an individual. The firm is classified as "unclassified" in the dataset. The profile indicates it is not a capital allocator and is not designated an active ESG investor, a multi-state adviser, a pension consultant, a related adviser, or a newly formed adviser. The firm did not provide descriptive information about its business activities, advisory services, client types, or fee arrangements in the source data. That absence limits visibility into its target clients, service model, or investment philosophy.
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 2Lilian 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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