Unclaimed Profile

Matthew E Petrozelli

VALLEY NATIONAL ADVISERS INC·BETHLEHEM, Pennsylvania

SIE, Series 6, Series 7, Series 14, Series 24, Series 63, Series 66Clean record20 years registeredVALLEY NATIONAL ADVISERS INC

1655 VALLEY CENTER PARKWAY, BETHLEHEM, PA 18017CRD# 4720275Firm CRD# 110788

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Matthew E Petrozelli · BETHLEHEM, PA

Registration

CRD #4720275 · VALLEY NATIONAL ADVISERS INC · 20 years registered

Brand Profile

Not yet started

Career History

VALLEY NATIONAL ADVISERS INC

Feb 2011 – present

HSBC SECURITIES (USA) INC.

Jul 2009 – Jan 2011

PELHAM, NY

STRATEGIC ADVISERS, INC.

Feb 2006 – Feb 2009

STAMFORD, CT

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 14

Series 24

Series 63

Series 66

Registration record

First registered · February 6, 2006

Years registered · 20

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

VALLEY NATIONAL ADVISERS INC

CRD 110788 · SEC 801-25126

AUM

$1.3B

Regulatory assets under management

Employees

5,280 client accounts

Services offered by VALLEY NATIONAL ADVISERS INC

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 VALLEY NATIONAL ADVISERS INC →

Introduction

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Frequently Asked Questions

What services does Matthew E Petrozelli offer?

Matthew E Petrozelli specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in BETHLEHEM, Pennsylvania for a consultation.

What are Matthew E Petrozelli's credentials?

Matthew E Petrozelli is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Matthew E Petrozelli located?

Matthew E Petrozelli is based in BETHLEHEM, Pennsylvania, working with VALLEY NATIONAL ADVISERS INC. Their office serves clients in the BETHLEHEM metropolitan area and surrounding communities.

How does Matthew E Petrozelli charge for services?

Matthew E Petrozelli'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 VALLEY NATIONAL ADVISERS INC?

VALLEY NATIONAL ADVISERS INC has approximately 15 employees and manages $1.3B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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