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Ralph Henry Roberts

VALICENTI ADVISORY SERVICES INC·ELMIRA, New York
Clean recordVALICENTI ADVISORY SERVICES INC
400 EAST WATER STREET, ELMIRA, NY 14901-3411CRD# 4393039Firm CRD# 110669

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Ralph Henry Roberts · ELMIRA, NY
Registration
CRD #4393039 · VALICENTI ADVISORY SERVICES INC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Ralph Henry Roberts 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
Introduction

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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# 4393039
Firm CRD# 110669
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Ralph Henry Roberts offer?
Ralph Henry Roberts specializes in Financial Planning, Investment Management. Contact their office in ELMIRA, New York for a consultation.
What are Ralph Henry Roberts's credentials?
Ralph Henry Roberts is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Ralph Henry Roberts located?
Ralph Henry Roberts 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 Ralph Henry Roberts charge for services?
Ralph Henry Roberts'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

Joseph Michael Valicenti
ELMIRA, NY
Theresa Rose Stewart
ELMIRA, NY
Jeffrey Scott Naylor
ELMIRA, NY
Vincent Robert Valicenti
ELMIRA, NY

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