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Benjamin Louis Martik

VALLEY BROOK CAPITAL GROUP, INC.·VENETIA, Pennsylvania
Series 65Clean record9 years registeredVALLEY BROOK CAPITAL GROUP, INC.
538 VALLEY BROOK ROAD, VENETIA, PA 15367CRD# 6774926Firm CRD# 122460

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Benjamin Louis Martik · VENETIA, PA
Registration
CRD #6774926 · VALLEY BROOK CAPITAL GROUP, INC. · 9 years registered
Brand Profile
Not yet started
01

Career History

VALLEY BROOK CAPITAL GROUP
Apr 2017 – present
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · April 24, 2017
Years registered · 9
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
VALLEY BROOK CAPITAL GROUP, INC.
CRD 122460 · SEC 801-113710
AUM
$169M
Regulatory assets under management
Employees
7
314 client accounts
Services offered by VALLEY BROOK CAPITAL GROUP, INC.
Per Form ADV
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at VALLEY BROOK CAPITAL GROUP, INC. →
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Frequently Asked Questions

What services does Benjamin Louis Martik offer?
Benjamin Louis Martik specializes in Financial Planning, Investment Management. Contact their office in VENETIA, Pennsylvania for a consultation.
What are Benjamin Louis Martik's credentials?
Benjamin Louis Martik is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Benjamin Louis Martik located?
Benjamin Louis Martik is based in VENETIA, Pennsylvania, working with VALLEY BROOK CAPITAL GROUP, INC.. Their office serves clients in the VENETIA metropolitan area and surrounding communities.
How does Benjamin Louis Martik charge for services?
Benjamin Louis Martik's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is VALLEY BROOK CAPITAL GROUP, INC.?
VALLEY BROOK CAPITAL GROUP, INC. has approximately 7 employees and manages $169M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at VALLEY BROOK CAPITAL GROUP, INC.

Gregory Jon Martik
VENETIA, PA
Robert Michael Pulit
VENETIA, PA
Jayme Alan Russo
VENETIA, PA

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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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