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Joseph Michael Valicenti

VALICENTI ADVISORY SERVICES INC·ELMIRA, New York
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400 EAST WATER STREET, ELMIRA, NY 14901-3411CRD# 2788600Firm CRD# 110669
01

About

Joseph Michael Valicenti is a registered financial advisor based in ELMIRA, New York, affiliated with VALICENTI ADVISORY SERVICES INC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
VALICENTI ADVISORY SERVICES INC
VALICENTI ADVISORY SERVICES INC
AUM
$660M
Regulatory assets under management
Employees
10
Total firm employees
View all advisors at VALICENTI ADVISORY SERVICES INC →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Hourly charges
Regulatory
SEC/IARD CRD# 2788600
Firm CRD# 110669
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Joseph Michael Valicenti offer?
Joseph Michael Valicenti specializes in Financial Planning, Investment Management. Contact their office in ELMIRA, New York for a consultation.
What are Joseph Michael Valicenti's credentials?
Joseph Michael Valicenti is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Joseph Michael Valicenti located?
Joseph Michael Valicenti is based in ELMIRA, New York, working with VALICENTI ADVISORY SERVICES INC. Their office serves clients in the ELMIRA metropolitan area and surrounding communities.
How does Joseph Michael Valicenti charge for services?
Joseph Michael Valicenti'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 VALICENTI ADVISORY SERVICES INC?
VALICENTI ADVISORY SERVICES INC has approximately 10 employees and manages $660M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Ralph Henry Roberts — VALICENTI ADVISORY SERVICES INCJeffrey Scott Naylor — VALICENTI ADVISORY SERVICES INCTheresa Rose Stewart — VALICENTI ADVISORY SERVICES INCMichael William Mustico — THE MUSTICO FINANCIAL GROUP, INC.Arndt (nmn) Poelling — CENTENNIAL WEALTH MANAGEMENT INC.
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