Unclaimed Profile

Denise Kathleen Merinar

VALLEY FORGE ASSET MANAGEMENT, LLC·KING OF PRUSSIA, Pennsylvania

SIE, Series 7, Series 9, Series 10, Series 63, Series 66Clean record11 years registeredVALLEY FORGE ASSET MANAGEMENT, LLC

150 S. WARNER RD, KING OF PRUSSIA, PA 19406CRD# 4126939Firm CRD# 7438

Profile Verification

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

Identity

Denise Kathleen Merinar · KING OF PRUSSIA, PA

Registration

CRD #4126939 · VALLEY FORGE ASSET MANAGEMENT, LLC · 11 years registered

Brand Profile

Not yet started

Career History

TRUIST ADVISORY SERVICES, INC.

Mar 2021 – present

TRUIST INVESTMENT SERVICES, INC.

Dec 2019 – present

VALLEY FORGE ASSET MANAGEMENT, LLC

Aug 2015 – Mar 2016

KING OF PRUSSIA, PA

BB&T SECURITIES, LLC

May 2015 – Mar 2021

RICHMOND, VA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 9

Series 10

Series 63

Series 66

Registration record

First registered · May 18, 2015

Years registered · 11

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

VALLEY FORGE ASSET MANAGEMENT, LLC

CRD 7438 · SEC 801-25300

AUM

$2.2B

Regulatory assets under management

Employees

1,955 client accounts

Services offered by VALLEY FORGE ASSET MANAGEMENT, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at VALLEY FORGE ASSET MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does Denise Kathleen Merinar offer?

Denise Kathleen Merinar specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in KING OF PRUSSIA, Pennsylvania for a consultation.

What are Denise Kathleen Merinar's credentials?

Denise Kathleen Merinar is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Denise Kathleen Merinar located?

Denise Kathleen Merinar is based in KING OF PRUSSIA, Pennsylvania, working with VALLEY FORGE ASSET MANAGEMENT, LLC. Their office serves clients in the KING OF PRUSSIA metropolitan area and surrounding communities.

How does Denise Kathleen Merinar charge for services?

Denise Kathleen Merinar's firm is compensated through percentage of aum, subscription fees, commissions. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is VALLEY FORGE ASSET MANAGEMENT, LLC?

VALLEY FORGE ASSET MANAGEMENT, LLC has approximately 32 employees and manages $2.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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