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Robert Michael Pulit

VALLEY BROOK CAPITAL GROUP, INC.·VENETIA, Pennsylvania
SIE, Series 7, Series 8, Series 63, Series 65Clean record19 years registeredVALLEY BROOK CAPITAL GROUP, INC.
538 VALLEY BROOK ROAD, VENETIA, PA 15367CRD# 1779439Firm CRD# 122460

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Robert Michael Pulit · VENETIA, PA
Registration
CRD #1779439 · VALLEY BROOK CAPITAL GROUP, INC. · 19 years registered
Brand Profile
Not yet started
01

Career History

VALLEY BROOK CAPITAL GROUP
Mar 2007 – present
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 8
Series 63
Series 65
Registration record
First registered · March 23, 2007
Years registered · 19
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

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05

Frequently Asked Questions

What services does Robert Michael Pulit offer?
Robert Michael Pulit specializes in Financial Planning, Investment Management. Contact their office in VENETIA, Pennsylvania for a consultation.
What are Robert Michael Pulit's credentials?
Robert Michael Pulit is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Robert Michael Pulit located?
Robert Michael Pulit 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 Robert Michael Pulit charge for services?
Robert Michael Pulit'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
Jayme Alan Russo
VENETIA, PA
Benjamin Louis Martik
VENETIA, PA

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