Unclaimed Profile

Steven Brian Resler

HALLMARK CAPITAL MANAGEMENT INC·PARAMUS, New Jersey

SIE, Series 7, Series 66Clean record20 years registeredHALLMARK CAPITAL MANAGEMENT INC

80 EAST RIDGEWOOD AVE, PARAMUS, NJ 07652CRD# 5097953Firm CRD# 108879

Profile Verification

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

Identity

Steven Brian Resler · PARAMUS, NJ

Registration

CRD #5097953 · HALLMARK CAPITAL MANAGEMENT INC · 20 years registered

Brand Profile

Not yet started

Career History

SEQUOIA FINANCIAL GROUP, L.L.C.

Feb 2023 – present

HALLMARK CAPITAL MANAGEMENT INC

Feb 2016 – Jan 2023

Orlando, FL

STRATEGIC ADVISERS, INC.

Nov 2007 – Nov 2015

ALTAMONTE SPRINGS, FL

AMERIPRISE FINANCIAL SERVICES, INC.

Jun 2006 – Nov 2006

JACKSONVILLE, FL

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 66

Registration record

First registered · June 20, 2006

Years registered · 20

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

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

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Frequently Asked Questions

What services does Steven Brian Resler offer?

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

What are Steven Brian Resler's credentials?

Steven Brian Resler is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Steven Brian Resler located?

Steven Brian Resler is based in PARAMUS, New Jersey, working with HALLMARK CAPITAL MANAGEMENT INC. Their office serves clients in the PARAMUS metropolitan area and surrounding communities.

How does Steven Brian Resler charge for services?

Steven Brian Resler'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 HALLMARK CAPITAL MANAGEMENT INC?

HALLMARK CAPITAL MANAGEMENT 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.

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