Pine Valley Investments
RIA
Firm record
As recorded in SEC IAPD
- Firm CRD
- 173995
- SEC number
- 801-80742
- Firm type
- RIA
- Assets under management
- $2.7B as of Mar 30, 2026
- Website
- www.instagram.com/PV_INVESTMENTS/?HL=EN ↗
- Phone
- 856-334-8260
- Address
- 10 E. Stow Rd., Marlton, NJ, 08053
Advisors at this firm
32 in our index · page 1 of 1
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Jason Landry BraatzCRD 4365323 · Winter Garden, FLIA RegisteredBroker
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Jerry Loren BraatzCRD 4424827 · Marlton, NJIA Registered
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Christopher Mark BryanCRD 4467279 · Marlton, NJIA RegisteredRegistration inactiveDisclosure event(s) on record
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Victoria Ashley CoccioloneCRD 6274468 · Marlton, NJIA Registered
-
Thomas J CrossettCRD 3223221 · Marlton, NJIA RegisteredRegistration inactiveDisclosure event(s) on record
-
Joseph Brian DuncanCRD 4945837 · Marlton, NJIA Registered
-
Kathleen Quinlan FayCRD 3171895 · Marlton, NJIA RegisteredRegistration inactive
-
Francis FredericoCRD 5492174 · Marlton, NJIA RegisteredRegistration inactive
-
Joshua FeldschneiderCRD 6606311 · Marlton, NJIA RegisteredRegistration inactive
-
Corey John FisherCRD 6784533 · Marlton, NJIA RegisteredRegistration inactive
-
Isaac Douglas JonesCRD 5012455 · Marlton, NJIA RegisteredRegistration inactive
-
Darek KoledaCRD 6623612 · Marlton, NJIA Registered
-
Scott Allen LermackCRD 4623533 · Marlton, NJIA RegisteredRegistration inactive
-
Nicholas LamponeCRD 3031552 · Marlton, NJIA RegisteredRegistration inactive
-
Mark Daniel MagarianCRD 5800263 · San Antonio, TXIA RegisteredRegistration inactiveDisclosure event(s) on record
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Jonathan David MarkoeCRD 1582389 · Marlton, NJIA RegisteredBrokerDisclosure event(s) on record
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Michael Ryan ModicaCRD 6186360 · Williamstown, NJIA Registered
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Robert Allen MooreCRD 2051333 · Marlton, NJIA RegisteredBrokerDisclosure event(s) on record
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Harry Edward MoradCRD 5234497 · Naples, FLIA Registered
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Sean Patrick MurphyCRD 4848588 · Fort Myers, FLIA RegisteredRegistration inactive
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Jake A MarkoeCRD 7378283 · Marlton, NJIA RegisteredRegistration inactive
-
Thomas McelgunnCRD 6805331 · Marlton, NJIA RegisteredRegistration inactive
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Noah James ModicaCRD 7329102 · Marlton, NJIA RegisteredRegistration inactive
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Christopher J O'neillCRD 4722371 · Marlton, NJIA Registered
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Gregory Matthew PizzanoCRD 1006286 · Marlton, NJIA Registered
-
Keval PatelCRD 7634505 · Marlton, NJIA Registered
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Danon Andrew RobinsonCRD 4462790 · Rumson, NJIA RegisteredRegistration inactive
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Anthony A VasileCRD 6769117 · Marlton, NJIA RegisteredRegistration inactive
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James Todd VogtCRD 3115604 · Marlton, NJIA Registered
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James William VarleyCRD 6903119 · Marlton, NJIA RegisteredRegistration inactive
-
Scott WaldenCRD 6104311 · Marlton, NJIA RegisteredRegistration inactive
-
Michael Lewis WojcikCRD 5851351 · Marlton, NJIA RegisteredRegistration inactive
1–32 of 32
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.
SEC IAPD record for firm CRD 173995 ↗
FINRA BrokerCheck record for firm CRD 173995 ↗
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Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.
Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.