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Gregory Jon Martik

Valley Brook Capital Group

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About Gregory Jon Martik

Gregory Martik is an investment advisor representative with Valley Brook Capital Group, Inc. located in Venetia, Pennsylvania. Gregory has been in the securities industry since 1984. Gregory is a Certified Financial Planner and specializes in financial planning and portfolio management. Valley Brook Capital Group, Inc. offers a range of services, including financial planning, pension consulting and portfolio management for individuals.

Firm Information

Gregory Martik is currently registered with Valley Brook Capital Group. Valley Brook Capital Group is an investment advisor located in Venetia, Pennsylvania. The firm manages over $168 million in assets for a diverse range of clients, including individuals, corporations, and retirement plans. Valley Brook Capital Group provides financial planning, pension consulting, and portfolio management services.
Valley Brook Capital Group

538 VALLEY BROOK ROAD

VENETIA, PA 15367

$168.81M

Assets Under Management

Not reported

Total Clients

7

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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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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Gregory Martik’s Registration & Firm History

PA

11/23/2004 - Present

Valley Brook Capital Group (VENETIA PA)

PA

02/08/2005 - 01/02/2015

DAUTRICH, SEILER FINANCIAL SERVICES, INC. (VENETIA PA)

TX

10/06/1998 - 10/27/2004

CHARLES SCHWAB & CO., INC. (WESTLAKE TX)

PA

02/21/1994 - 08/25/1998

OLDE ECONOMIE FINANCIAL CONSULTANTS, LTD. (BADEN PA)

AZ

03/31/1993 - 02/10/1994

ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)

MN

10/14/1986 - 04/01/1993

AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)

NA

09/05/1984 - 04/17/1985

H. C. COPELAND AND ASSOCIATES EQUITIES, INC.

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Licenses & Designations

IA

Issued 01/13/1994

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/01/1984

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/14/1999

Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)

BC

Issued 01/02/2015

SIE - Securities Industry Essentials Examination

BC

Issued 12/19/1987

Series 7 - General Securities Representative Examination

BC

Issued 09/04/1984

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Gregory Jon Martik.
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