Anthony
Amaro
Valley Financial Management, Inc
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About this Advisor
Anthony Amaro is a financial advisor operating in Miami, Florida, with a total of 10 years of relevant experience. Amaro is currently employed by Valley Financial Management, Inc. The advisor has gained experience at Bank Leumi Usa, Leumi Investment Services Inc, Valley Financial Management, Inc and Valley National Bank. Amaro maintains a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is able to operate in Florida. Valley Financial Management, Inc is a registered investment business based out of New York, NY. The firm has offices in eight locations and a total of 102 advisors. It administers $335 million in total assets among its 506 accounts, making it one of the mid-sized firms in the nation by assets under management. Of its 506 accounts, 74% belong to high-net-worth investors who have greater than $1 million in assets available to invest. The firm provides a broad set of services, such as financial planning services, portfolio management for individuals and small businesses, selection of other advisers and publication of newsletters. Financial management fee schedules typically vary depending on which services are provided. However, fees billed by Valley Financial Management, Inc typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Valley Financial Management, Inc Brokerage Details
$334,890,166
102
506
$661,838
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Publication of periodicals or newsletters
Anthony Amaro Work History
Anthony has been registered as a financial advisor for 10 years.*
Valley Financial Management, Inc
Valley National Bank
Leumi Investment Services Inc
Bank Leumi Usa
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Anthony Amaro to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Valley Financial Management, Inc
New York, NY
Los Angeles, CA
New York, NY
New York, NY
Miami, FL
New York, NY
New York, NY
Los Angeles, CA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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