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Ronald Louis Valpey

VALPEY FINANCIAL SERVICES LLC·CONCORD, New Hampshire
Clean recordVALPEY FINANCIAL SERVICES LLC
100 NORTH MAIN STREET SUITE 500, CONCORD, NH 03301CRD# 3220507Firm CRD# 154154

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Ronald Louis Valpey · CONCORD, NH
Registration
CRD #3220507 · VALPEY FINANCIAL SERVICES LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Ronald Louis Valpey is a registered financial advisor based in CONCORD, New Hampshire, affiliated with VALPEY FINANCIAL SERVICES LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
VALPEY FINANCIAL SERVICES LLC
VALPEY FINANCIAL SERVICES LLC
AUM
$180M
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at VALPEY FINANCIAL SERVICES LLC →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Hourly charges
Regulatory
SEC/IARD CRD# 3220507
Firm CRD# 154154
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Ronald Louis Valpey offer?
Ronald Louis Valpey specializes in Financial Planning, Investment Management. Contact their office in CONCORD, New Hampshire for a consultation.
What are Ronald Louis Valpey's credentials?
Ronald Louis Valpey is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Ronald Louis Valpey located?
Ronald Louis Valpey is based in CONCORD, New Hampshire, working with VALPEY FINANCIAL SERVICES LLC. Their office serves clients in the CONCORD metropolitan area and surrounding communities.
How does Ronald Louis Valpey charge for services?
Ronald Louis Valpey's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is VALPEY FINANCIAL SERVICES LLC?
VALPEY FINANCIAL SERVICES LLC has approximately 4 employees and manages $180M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at VALPEY FINANCIAL SERVICES LLC

Victoria Jean Webber
CONCORD, NH

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Nearby cities in New Hampshire
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Research
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