Unclaimed Profile

Brian Mark Stigliano

VALLEY WEALTH MANAGERS, INC.·PARAMUS, New Jersey

SIE, Series 7, Series 66CFP19 years registeredVALLEY WEALTH MANAGERS, INC.

80 EAST RIDGEWOOD AVE, PARAMUS, NJ 07652CRD# 4982178Firm CRD# 108879

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Brian Mark Stigliano · PARAMUS, NJ

Registration

CRD #4982178 · VALLEY WEALTH MANAGERS, INC. · 19 years registered

Brand Profile

Not yet started

Career History

FORVIS MAZARS WEALTH ADVISORS, LLC

Oct 2025 – present

FORVIS MAZARS WEALTH ADVISORS, LLC

Oct 2025 – Oct 2025

SPRINGFIELD, MO

VALLEY WEALTH MANAGERS, INC.

Jul 2023 – Sep 2025

New York, NY

VALLEY FINANCIAL MANAGEMENT, INC.

Jul 2019 – Jul 2023

New York, NY

ADVICE AND PLANNING SERVICES

May 2014 – Jan 2019

ROSELAND, NJ

AMERIVEST INVESTMENT MANAGEMENT, LLC

Sep 2008 – May 2014

SHORT HILLS, NJ

TD AMERITRADE, INC.

Sep 2008 – May 2014

SHORT HILLS, NJ

BANC OF AMERICA INVESTMENT SERVICES, INC.

Jun 2007 – Sep 2008

LAKEWOOD, NJ

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 66

Registration record

First registered · June 7, 2007

Years registered · 19

Professional designation · CFP

Disclosure History

2019Customer Dispute·Denied

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

VALLEY WEALTH MANAGERS, INC.

CRD 108879 · SEC 801-25461

AUM

$2.2B

Regulatory assets under management

Employees

1,997 client accounts

Services offered by VALLEY WEALTH MANAGERS, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at VALLEY WEALTH MANAGERS, INC. →

Introduction

Speak with Brian

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Brian is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in PARAMUS?

Browse all registered financial advisors in PARAMUS, New Jersey or claim this profile if it's yours.

Browse PARAMUS Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Brian Mark Stigliano offer?

Brian Mark Stigliano specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in PARAMUS, New Jersey for a consultation.

What are Brian Mark Stigliano's credentials?

Brian Mark Stigliano holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Brian Mark Stigliano located?

Brian Mark Stigliano is based in PARAMUS, New Jersey, working with VALLEY WEALTH MANAGERS, INC.. Their office serves clients in the PARAMUS metropolitan area and surrounding communities.

How does Brian Mark Stigliano charge for services?

Brian Mark Stigliano'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 VALLEY WEALTH MANAGERS, INC.?

VALLEY WEALTH MANAGERS, INC. has approximately 52 employees and manages $2.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →