Camille
Madison

Valley Wealth Managers, Inc

CRD#7418056
Investment Advisor
in Paramus, NJ

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About this Advisor

Camille Madison is a financial advisor based in Paramus, New Jersey, working with Valley Wealth Managers, Inc. Camille has previously held positions at Onemain Financial, University Of California Riverside - Src, University Of California Riverside, Beach Bowls Acai, Cheesecake Factory, Mayers Bakery, Goldman Sachs, Valley Financial Management, Inc, Valley National Bank, and Valley Wealth Managers, Inc. Camille has passed the Series 66 regulatory exam and is registered to provide services in California. Currently, Camille is part of Valley Wealth Managers, Inc, which operates out of Paramus, New Jersey. 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

Series 66

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges

Office Location

80 East Ridgewood Ave Suite 3
Paramus, NJ 07652

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Valley Wealth Managers, Inc Brokerage Details

Total Assets Under Management

$2,246,985,760

NJ Average: $10,121,009,343
Total Number of Employees

52

NJ Average: 92
Total Number of Accounts

1,997

NJ Average: 6,978
Average Account Size

$1,125,181

NJ Average: $1,450,417

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

Camille Madison Work History

2023 - Present (1 year)

Valley Financial Management, Inc

2023 - Present (1 year)

Valley National Bank

2023 - Present (1 year)

Valley Wealth Managers, Inc

2021 - 2023 (2 years)

Goldman Sachs

2018 - 2021 (3 years)

Onemain Financial

2017 - 2018 (1 year)

University Of California Riverside - Src

2016 - 2017 (1 year)

University Of California Riverside

2016 - 2016 (< 1 year)

Beach Bowls Acai

2015 - 2015 (< 1 year)

Cheesecake Factory

2014 - 2015 (1 year)

Mayers Bakery

Disclosures

Please visit the SEC profile of Camille Madison 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

Oscar Moraga
Paramus, NJ
Camille Madison
Paramus, NJ
John D'Arco
Paramus, NJ
Brian Stigliano
New York, NY
Eliyahu Engelman
Paramus, NJ
Jason Calderwood
West Palm Beach, FL
Martin Gale
Tampa, FL
Nicholas Maguire
Paramus, NJ

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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