AdvisorOS Directory
Claim Profile
Unclaimed Profile
GM

Gregory Jon Martik

VALLEY BROOK CAPITAL GROUP, INC.·VENETIA, Pennsylvania
SIE, Series 6, Series 7, Series 8, Series 63, Series 65Clean record21 years registeredVALLEY BROOK CAPITAL GROUP, INC.
538 VALLEY BROOK ROAD, VENETIA, PA 15367CRD# 1296865Firm CRD# 122460

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Gregory Jon Martik · VENETIA, PA
Registration
CRD #1296865 · VALLEY BROOK CAPITAL GROUP, INC. · 21 years registered
Brand Profile
Not yet started
01

Career History

VALLEY BROOK CAPITAL GROUP
Nov 2004 – present
02

Registrations & Exams

FINRA examinations passed
SIE
Series 6
Series 7
Series 8
Series 63
Series 65
Registration record
First registered · November 23, 2004
Years registered · 21
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. →
Introduction

Speak with Gregory

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Gregory is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in VENETIA?

Browse all registered financial advisors in VENETIA, Pennsylvania or claim this profile if it's yours.

Browse VENETIA AdvisorsAre you this advisor? Claim profile
05

Frequently Asked Questions

What services does Gregory Jon Martik offer?
Gregory Jon Martik specializes in Financial Planning, Investment Management. Contact their office in VENETIA, Pennsylvania for a consultation.
What are Gregory Jon Martik's credentials?
Gregory Jon Martik is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Gregory Jon Martik located?
Gregory Jon 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 Gregory Jon Martik charge for services?
Gregory Jon 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.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

Other Advisors at VALLEY BROOK CAPITAL GROUP, INC.

Robert Michael Pulit
VENETIA, PA
Jayme Alan Russo
VENETIA, PA
Benjamin Louis Martik
VENETIA, PA

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Pennsylvania
PITTSBURGH (289)PHILADELPHIA (208)WAYNE (87)RADNOR (71)BERWYN (68)MALVERN (58)WEST CONSHOHOCKEN (56)LANCASTER (55)CONSHOHOCKEN (50)WYOMISSING (48)
City Guides
PITTSBURGH GuidePHILADELPHIA GuideWAYNE GuideRADNOR GuideBERWYN Guide
Research
Advisor Fees in PennsylvaniaNational Fee Analysis
Request removal of this profile