search

Valicenti Advisory Services Review

Is this your firm? Claim your profile

business

The following automated report was generated using SEC and FINRA data and was last updated on June 1st, 2020*. For data support, email "support@investor.com". Firms that receive a 4.5 or 5-star rating are considered Trusted by investor.com. Learn more.

Valicenti Advisory Services, registered in 1983, is a Registered Investment Advisor (RIA) in 13 state(s) with a licensed staff of 6 advisors. Valicenti Advisory Services manages $487.2 million and provides investment advisory services for 918 clients (1:153 advisor/client ratio).

Trusted

Firm Information Value
Overall Rating
Minimum Investment No data
Average Client Balance $530,714
Total AUM $487.2 million
Advisor / Client Ratio 1:153
Headquarters Elmira, NY
SEC Filings View SEC IAPD CRD #110669
State(s) Registered AZ, CA, FL, MD, MA, NE, NH, NY, NC, PA, SC, TX, VA


Was this page helpful?

Yes or No


*SEC data last verified 06/01/2020. For the most up-to-date information, please view the applicable SEC and FINRA reports above. By visiting these sites, you are subject to their terms of use (IAPD, BrokerCheck). Any data inaccuracies, please contact our team. All requests for updated information should also be reported directly to the SEC and/or FINRA.


×
contact_supportSupport