TrueAdvisor
TrueAdvisor
AJ
AJ

Andrew Jianette

Valley Financial Management, INC.
2 Years of Experience
Broker
View SEC Summary
View SEC Summary
Areas of Practice
Investment Management
Valley Financial Management, INC.
Compensation
Fee-Only (AUM)
Firm Size
44 advisors
Number of Clients
85 clients
Average Client Portfolio
$647.059 average
Assets Under Management
$55K

Fee Structure

Minimum Investment:$1K
Financial Planning:Investment management only

Location

350 Madison Avenue, New York, NY, 10017

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Valley Financial Management, INC.Broker
April 2024 - Present · 1 yr 10 mos
Valley Financial Management, INC.
March 2024 - Present · 1 yr 11 mos
Previous Registrations
Ae Wealth Management, LLC
October 2021 - April 2022 · 6 mos
Madison Avenue Securities, LLCBroker
June 2021 - April 2022 · 10 mos
State Registrations1 state
NY
AdvisorBrokerBoth
Exams
No exam information available for this advisor.