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Matthew E Petrozelli

VALLEY NATIONAL ADVISERS INC·BETHLEHEM, Pennsylvania
Clean recordVALLEY 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
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Matthew E Petrozelli is a registered financial advisor based in BETHLEHEM, Pennsylvania, affiliated with VALLEY NATIONAL ADVISERS INC. 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
VALLEY NATIONAL ADVISERS INC
VALLEY NATIONAL ADVISERS INC
AUM
$1.3B
Regulatory assets under management
Employees
15
Total firm employees
View all advisors at VALLEY NATIONAL ADVISERS INC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 4720275
Firm CRD# 110788
View on FINRA BrokerCheck →

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05

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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Other Advisors at VALLEY NATIONAL ADVISERS INC

Thomas Merle Riddle
BETHLEHEM, PA
Thomas Merle Riddle
BETHLEHEM, PA

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