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Valerie Jeanne Adelman

FINANCIAL ASSET MANAGEMENT CORP·CHAPPAQUA, New York
Clean recordFINANCIAL 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
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Valerie Jeanne Adelman is a registered financial advisor based in CHAPPAQUA, New York, affiliated with FINANCIAL ASSET MANAGEMENT CORP. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
FINANCIAL ASSET MANAGEMENT CORP
FINANCIAL ASSET MANAGEMENT CORP
AUM
$341M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at FINANCIAL ASSET MANAGEMENT CORP →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 1318246
Firm CRD# 106643
View on FINRA BrokerCheck →

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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 is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
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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Other Advisors at FINANCIAL ASSET MANAGEMENT CORP

Scott Mitchel Kahan
CHAPPAQUA, NY
Viktoria Kamin
CHAPPAQUA, NY

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