Unclaimed Profile

Steven Ali Tussi

VALLEY WEALTH MANAGERS, INC.·PARAMUS, New Jersey

Series 7, Series 63, Series 65Clean record16 years registeredVALLEY WEALTH MANAGERS, INC.

80 EAST RIDGEWOOD AVE, PARAMUS, NJ 07652CRD# 4705065Firm CRD# 108879

Profile Verification

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

Identity

Steven Ali Tussi · PARAMUS, NJ

Registration

CRD #4705065 · VALLEY WEALTH MANAGERS, INC. · 16 years registered

Brand Profile

Not yet started

Career History

VALLEY WEALTH MANAGERS, INC.

Jul 2010 – present

Registrations & Exams

FINRA examinations passed

Series 7

Series 63

Series 65

Registration record

First registered · July 23, 2010

Years registered · 16

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 Ali Tussi offer?

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

What are Steven Ali Tussi's credentials?

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

Where is Steven Ali Tussi located?

Steven Ali Tussi 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 Steven Ali Tussi charge for services?

Steven Ali Tussi'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.

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