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Debra Sue Valenti

Ernst & Young Investment Advisers LLP

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About Debra Sue Valenti

Debra Sue Valenti is a registered Investment Advisor Representative with Ernst & Young Investment Advisers LLP. Debra has been with the firm since October 2013 and has been in the financial services industry since 1985. Debra is registered in Florida and New Jersey. Debra holds Series 63, 65, and 7 licenses. Debra offers financial planning, educational seminars, and publication of periodicals as part of Ernst & Young's advisory services.

Firm Information

Debra Valenti is currently registered with Ernst & Young Investment Advisers LLP. Ernst & Young Investment Advisers LLP is an investment advisor based in SECAUCUS, NJ. They provide financial planning, educational seminars and publication of periodicals. They primarily serve corporations or other businesses and have 37 clients of this type. They have 160 employees and do not have any regulatory assets under management.
Ernst & Young Investment Advisers LLP

200 PLAZA DRIVE

SECAUCUS, NJ 07094

Not reported

Assets Under Management

37

Total Clients

134

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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financial planning services

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

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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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fixed fees

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

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Debra Valenti’s Registration & Firm History

NJ

10/23/2013 - Present

Ernst & Young Investment Advisers LLP (SECAUCUS NJ)

NJ

01/04/2012 - 10/18/2013

WELLS FARGO ADVISORS, LLC (WESTFIELD NJ)

TX

05/19/2011 - 01/03/2012

TRANSCEND CAPITAL (AUSTIN TX)

NY

03/23/2010 - 05/17/2011

BENJAMIN & JEROLD BROKERAGE I, LLC (NEW YORK NY)

NY

06/22/1998 - 01/24/2008

W. P. STEWART SECURITIES LIMITED (NEW YORK NY)

NY

09/12/1985 - 08/11/1997

W. P. STEWART & CO., INC. (NEW YORK NY)

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Licenses & Designations

IA

Issued 04/13/2012

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 04/06/2010

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/15/1985

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Debra Sue Valenti.
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