Valicenti Advisory Services Inc
● SEC registered since 1983CRD 110669SEC# 801-19249Elmira, NY
Reg. AUM
$820M
Employees
11
Accounts
1,992
Location
Elmira, NY
Valicenti Advisory Services Inc assets under management
Valicenti Advisory Services Inc is an investment advisory firm registered with the SEC based in Elmira, NY. The firm has been registered since 1983. It reports $820 million in regulatory assets under management and employs 11 people.
Valicenti Advisory Services Inc owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Jeffrey Scott Naylor Control | Executive Vice President Cfo Chief Compliance Officer | 50-75% | 2005 |
| Joseph Michael Valicenti Control | President Ceo Coo Chairman Of The Board | 50-75% | 2008 |
Frequently asked questions
How much does Valicenti Advisory Services Inc manage?
Valicenti Advisory Services Inc reports $820 million in regulatory assets under management on its Form ADV.
How many employees does Valicenti Advisory Services Inc have?
Valicenti Advisory Services Inc reports 11 employees.
Where is Valicenti Advisory Services Inc located?
Valicenti Advisory Services Inc is based in Elmira, NY and has been SEC-registered since 1983.
Does Valicenti Advisory Services Inc disclose fund performance?
Valicenti Advisory Services Inc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 400 East Water Street, Elmira, NY 14901-3411 |
| Phone | 607-734-2665 |
| Office hours | 9:00a.m.-4:30p.m. |
| SEC region | New York Regional Office (NYRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$820M▲ 17%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 37%
Larger than 63% of 16,271 advisers
EmployeesTop 38%
More than 62% of 16,825 advisers
Assets under management
$820Mregulatory AUM
Discretionary $813.9MNon-discretionary $6.1M