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Andrew Jianette

Valley Financial Management, Inc.

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About Andrew Jianette

Andrew Jianette is a financial advisor with Valley Financial Management, Inc. Andrew has been in the financial industry for several years. Andrew has a Series 7TO, Series 66 and SIE license, and is registered in the state of New York. Andrew is currently employed by Valley Financial Management, Inc. and is also registered with FINRA. Andrew is based in New York, NY.

Firm Information

Andrew Jianette is currently registered with Valley Financial Management, Inc.. Valley Financial Management, Inc. is a corporation headquartered in NEW YORK, NY, United States. They offer portfolio management services to individuals and high-net-worth individuals. The firm has been registered with the SEC since 2000. Their website addresses are: https://www.linkedin.com/company/valleybank, https://twitter.com/ValleyBank, https://www.facebook.com/ValleyBank/, and https://valley.com/. They have 55 registered representatives and 28 investment adviser representatives. Valley Financial Management, Inc. is also a participant in wrap fee programs.
Valley Financial Management, Inc.

350 MADISON AVE.

NEW YORK, NY 10017

$55,000

Assets Under Management

Not reported

Total Clients

32

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Andrew Jianette’s Registration & Firm History

NY

03/20/2024 - Present

Valley Financial Management, Inc. (New York NY)

HI

06/28/2021 - 04/19/2022

MADISON AVENUE SECURITIES, LLC (Honolulu HI)

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Licenses & Designations

BOTH

Issued 08/20/2021

Series 66 - Uniform Combined State Law Examination

BC

Issued 06/28/2021

Series 7TO - General Securities Representative Examination

BC

Issued 10/30/2020

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Andrew Jianette.
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