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Matthew Benjamin Weidle

Valley Financial Management, Inc.

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About Matthew Benjamin Weidle

Matthew Benjamin Weidle is a financial advisor at Valley Financial Management, Inc. Matthew holds the Series 63, 79TO, and SIE licenses and has been in the industry since October 18, 2020. Matthew specializes in providing portfolio management for individuals. Prior to joining Valley Financial Management, Inc., Matthew was with BNP PARIBAS SECURITIES CORP. in New York, NY.

Firm Information

Matthew Weidle 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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Matthew Weidle’s Registration & Firm History

IL

10/26/2023 - Present

Valley Financial Management, Inc. (Chicago IL)

NY

01/27/2020 - 02/01/2023

BNP PARIBAS SECURITIES CORP. (NEW YORK NY)

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Licenses & Designations

BC

Issued 02/03/2020

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/27/2020

Series 79TO - Investment Banking Registered Representative Examination

BC

Issued 01/06/2020

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Matthew Benjamin Weidle.
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