Unclaimed Profile

Josef Meir Valdman

FULLER WEALTH MANAGEMENT, LLC·DALLAS, Texas

SIE, Series 7, Series 66Clean record21 years registeredFULLER WEALTH MANAGEMENT, LLC

14850 QUORUM DRIVE, DALLAS, TX 75254CRD# 4789035Firm CRD# 281767

Profile Verification

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

Identity

Josef Meir Valdman · DALLAS, TX

Registration

CRD #4789035 · FULLER WEALTH MANAGEMENT, LLC · 21 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: FULLER WEALTH MANAGEMENT, LLC

FAITH INVESTOR SERVICES

Jun 2021 – Apr 2023

DALLAS, TX

MORGAN STANLEY & CO. INCORPORATED

Jun 2007 – Jun 2009

BOSTON, MA

MERRILL LYNCH PIERCE FENNER & SMITH INC.

Jan 2005 – Jun 2007

BURLINGTON, MA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 66

Registration record

First registered · January 21, 2005

Years registered · 21

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

FULLER WEALTH MANAGEMENT, LLC

CRD 281767 · SEC 801-106827

AUM

$708M

Regulatory assets under management

Employees

1,824 client accounts

Services offered by FULLER WEALTH MANAGEMENT, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at FULLER WEALTH MANAGEMENT, LLC →

Introduction

Speak with Josef

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

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

Looking for a financial advisor in DALLAS?

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

Browse DALLAS Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Josef Meir Valdman offer?

Josef Meir Valdman specializes in Financial Planning, Investment Management.

What are Josef Meir Valdman's credentials?

Josef Meir Valdman is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Josef Meir Valdman located?

Josef Meir Valdman is based in DALLAS, Texas, last registered with FULLER WEALTH MANAGEMENT, LLC.

How does Josef Meir Valdman charge for services?

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

How large is FULLER WEALTH MANAGEMENT, LLC?

FULLER WEALTH MANAGEMENT, LLC has approximately 9 employees and manages $708M 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 →