Valley National Investments, Inc.
Firm details
- Headquarters
- Bethlehem, Pennsylvania
- CRD number
- 16715
- Registered since
- August 14, 1985
- Website
- valleynationalgroup.com
Firm profile
FINTRXOverview
Valley National Investments, Inc. is listed as a corporation with individual ownership and an unclassified firm type. FINTRX records show limited public detail about the firm's advisory programs or business lines. The profile indicates the firm is not identified as a capital allocator, is not active on ESG investing, and is not recorded as a multi-state or newly formed adviser.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
2 of 2
Matthew Petrozelli
Chief Executive OfficerCRD 4720275
Lilian Rosario
Financial Advisor & Back Office CoordinatorCRD 7979280
Contacts
3 of 16
Joseph Goldfeder
Vice PresidentCRD 5204219
Laurie Siebert
Senior Vice PresidentCRD 4252935
Michael Warch
Vice PresidentCRD 6194428
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Bethlehem, PA
Northampton
Location
Bethlehem, PA
Headquartered in Bethlehem, PA, in the Northeast of the United States.
- Region
- Northeast
- County
- Northampton
- Address
- 1655 Valley Center Pkwy
- Time zone
- ET (UTC-5)
- Office locations
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