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Joseph Michael Valicenti

VALICENTI ADVISORY SERVICES INC·ELMIRA, New York
Series 2Clean record5 years registeredVALICENTI ADVISORY SERVICES INC
400 EAST WATER STREET, ELMIRA, NY 14901-3411CRD# 2788600Firm CRD# 110669

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Joseph Michael Valicenti · ELMIRA, NY
Registration
CRD #2788600 · VALICENTI ADVISORY SERVICES INC · 5 years registered
Brand Profile
Not yet started
01

Career History

VALICENTI ADVISORY SERVICES INC
Aug 2021 – present
02

Registrations & Exams

FINRA examinations passed
Series 2
Registration record
First registered · August 3, 2021
Years registered · 5
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
VALICENTI ADVISORY SERVICES INC
CRD 110669 · SEC 801-19249
AUM
$660M
Regulatory assets under management
Employees
10
1,920 client accounts
Services offered by VALICENTI ADVISORY SERVICES INC
Per Form ADV
Financial planning
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at VALICENTI ADVISORY SERVICES INC →
Introduction

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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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Other Advisors at VALICENTI ADVISORY SERVICES INC

Jeffrey Scott Naylor
ELMIRA, NY

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