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Iris Gallego

Valley Financial Management, Inc.

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About Iris Gallego

Iris Gallego is a registered representative with Valley Financial Management, Inc. Iris has over 20 years of experience in the financial services industry. She is a Series 63, Series 7, and SIE licensed professional. Iris is registered in several states including California, Florida, Illinois, Massachusetts, Missouri, New Jersey, New York, North Carolina, and Texas. Iris specializes in a wide range of financial services including Portfolio Management for Individuals.

Firm Information

Iris Gallego 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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Iris Gallego’s Registration & Firm History

FL

05/03/2001 - Present

Valley Financial Management, Inc. (AVENTURA FL)

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Licenses & Designations

BC

Issued 07/11/2001

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/22/2001

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Iris Gallego. Review regulatory record here.
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