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David Volkmar

Valley Financial Management, Inc.

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About David Volkmar

David Volkmar is a registered representative with Valley Financial Management, Inc. and Valley Wealth Managers, Inc. David has been in the securities industry since 2008 and has passed the Series 6, 7, 63, 66, and SIE exams. David specializes in providing investment advice to individuals. David's previous experience includes working as a registered representative for Signature Securities and Oppenheimerfunds Distributor, Inc.

Firm Information

David Volkmar 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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David Volkmar’s Registration & Firm History

NY

06/16/2023 - Present

Valley Financial Management, Inc. (NEW YORK NY)

NY

07/24/2019 - 07/08/2021

SIGNATURE SECURITIES (NEW YORK NY)

NY

09/12/2017 - 05/23/2018

OPPENHEIMERFUNDS DISTRIBUTOR, INC. (NEW YORK NY)

NY

07/10/2008 - 11/09/2009

CHASE INVESTMENT SERVICES CORP. (NEW YORK NY)

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Licenses & Designations

BOTH

Issued 09/12/2019

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/10/2017

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/02/2023

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 05/23/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/12/2017

Series 7 - General Securities Representative Examination

BC

Issued 07/09/2008

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for David Volkmar.
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