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Robert Adam Danziger

Valley Financial Management, Inc.

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About Robert Adam Danziger

Robert Danziger is a financial advisor with over 25 years of experience in the financial services industry. Robert has held positions at several prominent firms including Citigroup Global Markets Inc., Deutsche Bank Securities Inc., and MUFG Securities Americas Inc. Robert is currently registered with Valley Financial Management, Inc. in New York and New Jersey. Robert specializes in providing portfolio management services to individuals and has an extensive track record of success in helping clients achieve their financial goals.

Firm Information

Robert Danziger 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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Robert Danziger’s Registration & Firm History

NY

01/05/2024 - Present

Valley Financial Management, Inc. (New York NY)

NY

01/03/2018 - 03/28/2023

MUFG SECURITIES AMERICAS INC. (NEW YORK NY)

NY

09/01/2004 - 12/05/2017

DEUTSCHE BANK SECURITIES INC. (NEW YORK NY)

NY

10/08/1998 - 09/08/2004

CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)

NY

01/27/1998 - 10/08/1998

CITICORP SECURITIES, INC. (NEW YORK NY)

NY

08/09/1993 - 06/17/1994

CHEMICAL SECURITIES, INC. (NEW YORK NY)

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Licenses & Designations

BC

Issued 05/21/1998

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/03/2014

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 79TO - Investment Banking Registered Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/26/1998

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Robert Adam Danziger.
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