Micah
Charyn
Valley Wealth Managers, Inc
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About this Advisor
Micah Charyn is a financial advisor based in Miami, Florida, working with Valley Wealth Managers, Inc. Micah has previously held positions at Northwestern Mutual Investment Services, LLC, Northwestern Mutual Life Insurance Company, West End Synagogue, Northwestern Mutual Investment Services LLC, Northwestern Mutual Wealth Management Company, Ftb Advisors, Inc, Bbtis, Bbtsec, Bb&T, Truist Investment Services, Inc, Truist Advisory Services, Inc, Merrill Lynch, Pierce, Fenner & Smith Inc, Bank Of America, N.A, Valley Financial Management, Inc, Valley National Bank, and Valley Wealth Managers, Inc. Micah has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Florida. Currently, Micah is part of Valley Wealth Managers, Inc, which operates out of Miami, Florida. The firm has 13 offices and 52 employees. The firm manages assets totaling $2.2 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, and selection of other advisers. The fee structure at Valley Wealth Managers, Inc includes asset-based and hourly fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Valley Wealth Managers, Inc Brokerage Details
$2,246,985,760
52
1,997
$1,125,181
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Micah Charyn Work History
Valley Financial Management, Inc
Valley National Bank
Valley Wealth Managers, Inc
Truist Investment Services, Inc
Truist Advisory Services, Inc
Merrill Lynch, Pierce, Fenner & Smith Inc
Bank Of America, N.A
Bb&T
Bbtis
Bbtsec
Bb&T
Northwestern Mutual Wealth Management Company
Ftb Advisors, Inc
West End Synagogue
Northwestern Mutual Investment Services LLC
Northwestern Mutual Investment Services, LLC
Northwestern Mutual Life Insurance Company
Disclosures
Please visit the SEC profile of Micah Charyn 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 Wealth Managers, Inc
New York, NY
Paramus, NJ
Paramus, NJ
Paramus, NJ
Miami, FL
Tampa, FL
Paramus, NJ
New York, NY
The content in this profile was updated by SmartAsset on 6/19/2024. 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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