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VALICENTI ADVISORY SERVICES INC
VALICENTI ADVISORY SERVICES INC
ELMIRA, New York
·
5 registered advisors
·
CRD# 110669
SEC# 801-19249
2
607-734-2665
01
Firm Overview
AUM
$660M
Regulatory assets under management
Employees
10
Total firm employees
Advisors
5
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Compensation
Percentage of AUM
Hourly charges
03
Specialties
Financial Planning
Investment Management
04
Advisors at VALICENTI ADVISORY SERVICES INC
5 registered advisors
Jeffrey Scott Naylor
ELMIRA, New York
CRD# 2788601
Joseph Michael Valicenti
ELMIRA, New York
CRD# 2788600
Ralph Henry Roberts
ELMIRA, New York
CRD# 4393039
Theresa Rose Stewart
ELMIRA, New York
CRD# 5467276
Vincent Robert Valicenti
ELMIRA, New York
CRD# 2775007
05
Office Locations
ELMIRA, New York
5 advisors
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Data sourced from SEC Form ADV filings. VALICENTI ADVISORY SERVICES INC (CRD# 110669) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.