Unclaimed Profile

Jeffrey Philip Braff

HALLMARK CAPITAL MANAGEMENT INC·WAYNE, New Jersey

Series 7Clean record23 years registeredHALLMARK CAPITAL MANAGEMENT INC

1195 HAMBURG TURNPIKE, WAYNE, NJ 07470-5055CRD# 716496Firm CRD# 108879

Profile Verification

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

Identity

Jeffrey Philip Braff · WAYNE, NJ

Registration

CRD #716496 · HALLMARK CAPITAL MANAGEMENT INC · 23 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: HALLMARK CAPITAL MANAGEMENT INC

HALLMARK CAPITAL MANAGEMENT INC

Sep 2002 – Jul 2021

WAYNE, NJ

Registrations & Exams

FINRA examinations passed

Series 7

Registration record

First registered · September 18, 2002

Years registered · 23

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 Jeffrey Philip Braff offer?

Jeffrey Philip Braff specializes in Financial Planning, Investment Management, Wealth Management.

What are Jeffrey Philip Braff's credentials?

Jeffrey Philip Braff is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jeffrey Philip Braff located?

Jeffrey Philip Braff is based in WAYNE, New Jersey, last registered with HALLMARK CAPITAL MANAGEMENT INC.

How does Jeffrey Philip Braff charge for services?

Jeffrey Philip Braff'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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