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Valerie Jeanne Adelman

FINANCIAL ASSET MANAGEMENT CORP·CHAPPAQUA, New York
Series 7, Series 63, Series 65CFP4 years registeredFINANCIAL ASSET MANAGEMENT CORP
26 SOUTH GREELEY AVE, CHAPPAQUA, NY 10514CRD# 1318246Firm CRD# 106643

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Valerie Jeanne Adelman · CHAPPAQUA, NY
Registration
CRD #1318246 · FINANCIAL ASSET MANAGEMENT CORP · 4 years registered
Brand Profile
Not yet started
01

Career History

WILLIAM HOWARD & CO. FINANCIAL ADVISORS, INC.
Jul 2023 – present
FINANCIAL ASSET MANAGEMENT CORP
Aug 2021 – Jun 2023
CHAPPAQUA, NY
02

Registrations & Exams

FINRA examinations passed
Series 7
Series 63
Series 65
Registration record
First registered · August 31, 2021
Years registered · 4
Professional designation · CFP
03

Disclosure History

2024Regulatory·Final

1 disclosure event on file · Verify on FINRA BrokerCheck →

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

04

Firm Overview

Firm
FINANCIAL ASSET MANAGEMENT CORP
CRD 106643 · SEC 801-27858
AUM
$341M
Regulatory assets under management
Employees
3
777 client accounts
Services offered by FINANCIAL ASSET MANAGEMENT CORP
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at FINANCIAL ASSET MANAGEMENT CORP →
Introduction

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05

Frequently Asked Questions

What services does Valerie Jeanne Adelman offer?
Valerie Jeanne Adelman specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in CHAPPAQUA, New York for a consultation.
What are Valerie Jeanne Adelman's credentials?
Valerie Jeanne Adelman holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.
Where is Valerie Jeanne Adelman located?
Valerie Jeanne Adelman is based in CHAPPAQUA, New York, working with FINANCIAL ASSET MANAGEMENT CORP. Their office serves clients in the CHAPPAQUA metropolitan area and surrounding communities.
How does Valerie Jeanne Adelman charge for services?
Valerie Jeanne Adelman's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is FINANCIAL ASSET MANAGEMENT CORP?
FINANCIAL ASSET MANAGEMENT CORP has approximately 3 employees and manages $341M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Viktoria Kamin
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Scott Mitchel Kahan
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