Unclaimed Profile

Thomas Blachek

VALOR INVESTMENTS AND PLANNING LLC·EASTON, Pennsylvania

SIE, Series 6TO, Series 7TO, Series 24, Series 66, Series 82TO, Series 99TOClean record6 years registeredVALOR INVESTMENTS AND PLANNING LLC

123 S. 3RD ST, SUITE 4, EASTON, PA 18042CRD# 7149175Firm CRD# 323129

Profile Verification

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

Identity

Thomas Blachek · EASTON, PA

Registration

CRD #7149175 · VALOR INVESTMENTS AND PLANNING LLC · 6 years registered

Brand Profile

Not yet started

Career History

VALOR CAPITAL MANAGEMENT LLC

Nov 2025 – present

THE LEADERS GROUP, INC.

Dec 2023 – present

VALOR INVESTMENTS AND PLANNING LLC

Oct 2022 – present

ALBEMARLE CAPITAL MANAGEMENT

Apr 2024 – May 2025

Easton, PA

ROYAL ALLIANCE ASSOCIATES, INC.

Aug 2019 – Oct 2022

EASTON, PA

Registrations & Exams

FINRA examinations passed

SIE

Series 6TO

Series 7TO

Series 24

Series 66

Series 82TO

Series 99TO

Registration record

First registered · August 28, 2019

Years registered · 6

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

VALOR INVESTMENTS AND PLANNING LLC

CRD 323129 · SEC 801-126665

AUM

$34M

Regulatory assets under management

Employees

211 client accounts

Services offered by VALOR INVESTMENTS AND PLANNING LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at VALOR INVESTMENTS AND PLANNING LLC →

Introduction

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Frequently Asked Questions

What services does Thomas Blachek offer?

Thomas Blachek specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in EASTON, Pennsylvania for a consultation.

What are Thomas Blachek's credentials?

Thomas Blachek is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Thomas Blachek located?

Thomas Blachek is based in EASTON, Pennsylvania, working with VALOR INVESTMENTS AND PLANNING LLC. Their office serves clients in the EASTON metropolitan area and surrounding communities.

How does Thomas Blachek charge for services?

Thomas Blachek'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 VALOR INVESTMENTS AND PLANNING LLC?

VALOR INVESTMENTS AND PLANNING LLC has approximately 4 employees and manages $34M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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