Valley Financial Management, Inc.

Firm record

As recorded in SEC IAPD

Firm CRD

105387

SEC number

801-113685

Firm type

RIA

Assets under management

$473,254 as of Feb 5, 2026

Website

www.linkedin.com/company/valleybank ↗

Phone

212-407-4362

Address

350 Madison Ave., New York, NY, 10017

Advisors at this firm

55 in our index · page 1 of 2

• Joseph Michael ArnoldCRD 7478990 · Chicago, IL
  Broker
• Dayana AlonsoCRD 7728423 · Aventura, FL
  Broker
• Carlos Miguel Batista GutierrezCRD 7030199 · New York, NY
  IA RegisteredBroker
• Nicolas BogdanowiczCRD 4663699 · Aventura, FL
  Broker
• Stacey BookmanCRD 5117564 · New York, NY
  Broker
• Aaron Thomas BoylesCRD 6190032 · New York, NY
  Broker
• David William BressiCRD 4964228 · Aventura, FL
  Broker
• Kathleen Mary BuskeCRD 1317350 · Paramus, NJ
  IA Registered
• Mark D BubienCRD 6115832 · Chicago, IL
  IA RegisteredBroker
• Jamie Lynn CaseyCRD 5441923 · New York, NY
  IA RegisteredBroker
• Joseph Arthur ColleranCRD 1010582 · New York, NY
  Broker
• Rosalie Michal CostaCRD 2481944 · Aventura, FL
  Broker
• James ClarkeCRD 6535749 · New York, NY
  IA RegisteredBroker
• Robert Adam DanzigerCRD 2376771 · New York, NY
  Broker
• Bibi-Nazia Fatima DahlCRD 6560877 · Morristown, NJ
  Broker
• Robert DowersCRD 6363902 · New York, NY
  BrokerRegistration inactive
• Eliyahu Yosef EngelmanCRD 6607397 · New York, NY
  IA RegisteredBroker
• Phillip Sherdan FergusonCRD 1094898 · New York, NY
  Broker
• Celestino FranciscoCRD 4924087 · New York, NY
  Broker
• Iris GallegoCRD 4360416 · Aventura, FL
  Broker
• John Alexander GianniCRD 2446797 · White Plains, NY
  IA RegisteredBroker
• Allon HarrisCRD 5332083 · New York, NY
  IA RegisteredBroker
• James Dudley HowardCRD 5768155 · New York, NY
  Broker
• Andrew Wallace HayesCRD 4609631 · New York, NY
  BrokerRegistration inactive
• Andrew JianetteCRD 7075989 · New York, NY
  IA RegisteredBroker
• Charles JohnsonCRD 7673543 · White Plains, NY
  Broker
• Deborah Pamela KannerCRD 2260570 · New York, NY
  Broker
• Ayelet Osnat KindlerCRD 4144731 · Paramus, NJ
  IA RegisteredBroker
• Ioanna KotsogiannisCRD 4809838 · New York, NY
  Broker
• Tara Meghan KrebbsCRD 5759021 · New York, NY
  Broker
• Kyle Andrew KoupalCRD 6987247 · New York, NY
  Broker
• Marc Louis-JacquesCRD 7881930 · New York, NY
  Broker
• David M MarksCRD 5576897 · Morristown, NJ
  IA RegisteredBroker
• Leonid MedvedCRD 5965657 · Beverly Hills, CA
  IA RegisteredBroker
• Dorit MermelsteinCRD 2158984 · New York, NY
  Broker
• Bianca MangwiroCRD 7424384 · New York, NY
  Broker
• John MasulloCRD 7965194 · New York, NY
  Broker
• Jamie MayoCRD 3113603 · New York, NY
  Broker
• Paul Patrick McsherryCRD 4088331 · New York, NY
  Broker
• Amanda Jean MilazzoCRD 7484867 · New York, NY
  Broker
• Cynthia Andrea PerelmanCRD 5279380 · Aventura, FL
  Broker
• Julia PerezCRD 2667805 · Aventura, FL
  Broker
• Marc Hadley PershanCRD 1978954 · Chicago, IL
  IA RegisteredBroker
  Disclosure event(s) on record
• Shelley Fruma PoniachekCRD 4850837 · New York, NY
  Broker
• Khyati PatelCRD 7378365 · New York, NY
  Broker
• Dan RogowskiCRD 6248480 · New York, NY
  Broker
• Jonathan RobertsCRD 4273032 · New York, NY
  Broker
• Philip Gordon RohdesCRD 6610560 · New York, NY
  Broker
• Dan SebbahCRD 4307295 · Aventura, FL
  Broker
• Yamila Nicole SpakCRD 7515795 · Aventura, FL
  Broker

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.