Pine Valley Investments
Pine Valley Investments (CRD# 173995) is a financial advisory firm headquartered in Marlton, NJ. They manage $1,742,507,212 in 4,147 accounts and serve the financial needs of clients across 15 states (or territories).
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Total Assets Under Management1,743MILLION
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Total Number of Accounts4,147ACCOUNTS
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Average Account Value$420,185
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Pension consulting services
- Selection of other advisers (including private fund managers)
CA, DE, FL, GA, MA, MD, NC, NH, NJ, NY, OH, PA, SC, TX, VA
Christopher Bryan (CRD# 4467279) is an Investment Advisor Representative working at Pine Valley Investments in Marlton, NJ and has over 21 years of experience in the finance industry.
Thomas Crossett (CRD# 3223221) is an Investment Advisor Representative working at Pine Valley Investments in Marlton, NJ and has over 24 years of experience in the finance industry.
Joseph Duncan (CRD# 4945837) is an Investment Advisor Representative working at Pine Valley Investments in Marlton, NJ and has over 18 years of experience in the finance industry.
Kathleen Fay (CRD# 3171895) is an Investment Advisor Representative working at Pine Valley Investments in Marlton, NJ and has over 24 years of experience in the finance industry.
Joshua Feldschneider (CRD# 6606311) is an Investment Advisor Representative working at Pine Valley Investments in Marlton, NJ and has over 7 years of experience in the finance industry.
Francis Frederico (CRD# 5492174) is an Investment Advisor Representative working at Pine Valley Investments in Marlton, NJ and has over 15 years of experience in the finance industry.
Jonathan Markoe (CRD# 1582389) is an Investment Advisor Representative working at Pine Valley Investments in Marlton, NJ and has over 37 years of experience in the finance industry.
Michael Modica (CRD# 6186360) is an Investment Advisor Representative working at Pine Valley Investments in Williamstown, NJ and has over 10 years of experience in the finance industry.
Robert Moore (CRD# 2051333) is an Investment Advisor Representative working at Pine Valley Investments in Marlton, NJ and has over 21 years of experience in the finance industry.
Harry Morad (CRD# 5234497) is an Investment Advisor Representative working at Pine Valley Investments in Marlton, NJ and has over 11 years of experience in the finance industry.