linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

David Adam Sasson

Valley Wealth Strategies, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you David? Claim Your Profile

About David Adam Sasson

David Sasson is an investment advisor representative with Valley Wealth Strategies, LLC, a Registered Investment Advisor (RIA) firm located in Menlo Park, California. David specializes in providing financial planning, portfolio management for individuals, and selection of other advisors. David has been in the industry since 2006, and has been registered with the state of California since 2017. Prior to joining Valley Wealth Strategies, LLC, David worked for National Planning Corporation. David is a Certified Financial Planner™ professional.

Firm Information

David Sasson is currently registered with Valley Wealth Strategies, LLC. Valley Wealth Strategies, LLC is an investment advisory firm headquartered in Lodi, CA. The firm manages over $1 billion in assets for individuals, high-net-worth individuals, and pension and profit-sharing plans. They offer a range of services including financial planning, portfolio management, and selection of other advisors. The firm has 25 licensed agents and 26 registered representatives.
Valley Wealth Strategies, LLC

404 W. PINE STREET

LODI, CA 95240

$1.02B

Assets Under Management

40

Total Clients

23

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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

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.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

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

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

David Sasson’s Registration & Firm History

CA

06/22/2020 - Present

Valley Wealth Strategies, LLC (Menlo Park CA)

CA

07/15/2008 - 11/29/2017

NATIONAL PLANNING CORPORATION (MENLO PARK CA)

NY

08/02/2006 - 03/17/2008

TERWIN CAPITAL, LLC (NEW YORK NY)

Not sure if David Adam Sasson is right for you?

Licenses & Designations

BOTH

Issued 06/10/2009

Series 66 - Uniform Combined State Law Examination

BC

Issued 01/26/2007

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/01/2006

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for David Adam Sasson.
Not sure if David Adam Sasson is right for you?