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Nicolas Bogdanowicz

Valley Financial Management, Inc.

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About Nicolas Bogdanowicz

Nicolas Bogdanowicz is a financial professional with over 20 years of experience in the industry. Nicolas is registered with Valley Financial Management, Inc. and holds Series 63, SIE, and Series 7 licenses. Nicolas is registered in 20 states, including Florida, New York, California, and Texas. Nicolas specializes in providing financial planning and portfolio management services to individuals and businesses.

Firm Information

Nicolas Bogdanowicz 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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Nicolas Bogdanowicz’s Registration & Firm History

FL

06/05/2003 - Present

Valley Financial Management, Inc. (AVENTURA FL)

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Licenses & Designations

BC

Issued 06/09/2003

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/03/2003

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Nicolas Bogdanowicz.
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