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 corporate investment adviser that has been SEC-registered since 1985. The snapshot identifies the firm as owned by an individual and classifies it as "unclassified" within the FINTRX dataset. The profile flags several negative attributes: the firm is not identified as a capital allocator, is not active on ESG, is not marked as a multi-state adviser, and is not designated as a pension consultant or related adviser. FINTRX does not supply details about the firm’s client mix, fee arrangements, or specific advisory activities.
Assets & Accounts
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
Lilian Rosario
Financial Advisor & Back Office CoordinatorCRD 7979280
Matthew Petrozelli
Chief Executive OfficerCRD 4720275
Contacts
3 of 15
Frank Stettner
Senior Vice PresidentCRD 2167432
Ingrid Holder
Relationship ManagerCRD 4696813
Debra Almack
Corporate ControllerCRD 7404585
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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