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Thomas Merle Riddle

VALLEY NATIONAL ADVISERS INC·BETHLEHEM, Pennsylvania
SIE, Series 4, Series 7, Series 24, Series 52TO, Series 53, Series 63, Series 99TOClean record35 years registeredVALLEY NATIONAL ADVISERS INC
1655 VALLEY CENTER PARKWAY, BETHLEHEM, PA 18017CRD# 1335487Firm CRD# 110788

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Thomas Merle Riddle · BETHLEHEM, PA
Registration
CRD #1335487 · VALLEY NATIONAL ADVISERS INC · 35 years registered
Brand Profile
Not yet started
01

Career History

VALLEY NATIONAL ADVISERS INC
Feb 1991 – present
02

Registrations & Exams

FINRA examinations passed
SIE
Series 4
Series 7
Series 24
Series 52TO
Series 53
Series 63
Series 99TO
Registration record
First registered · February 19, 1991
Years registered · 35
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
VALLEY NATIONAL ADVISERS INC
CRD 110788 · SEC 801-25126
AUM
$1.3B
Regulatory assets under management
Employees
15
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 →
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Frequently Asked Questions

What services does Thomas Merle Riddle offer?
Thomas Merle Riddle specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in BETHLEHEM, Pennsylvania for a consultation.
What are Thomas Merle Riddle's credentials?
Thomas Merle Riddle is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Thomas Merle Riddle located?
Thomas Merle Riddle 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 Thomas Merle Riddle charge for services?
Thomas Merle Riddle'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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