Pine Valley Investments

Investment Advisor
in Marlton, NJ

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About this Advisor

Darek Koleda is a chartered financial consultant who works in Marlton, New Jersey with a total of 1 year of relevant experience. Koleda is an advisor for Pine Valley Investments. During their career, the advisor has held roles at Lane Hipple - Wealth Management Group, Mcqueen Ball & Associates, Fbo Services Inc, Fairman Group, Koleda Tax LLC D/B/A Fanty, Koleda & Associates, Koleda Wealth Planners, LLC, Koleda Wealth Planners LLC, Avantax Insurance Agency, LLC, Avantax Advisory Services and Pine Valley Investments. Koleda can serve investors in New Jersey. Pine Valley Investments is a company that has its headquarters in Marlton, NJ. It has $965 million in total assets between its 3,393 accounts, placing it among the bigger financial advisory firms in the country by assets under management. The firm advises eight charities and foundations. Of its 3,393 client accounts, 89% are held by high-net-worth investors who have at least $1 million in assets available to invest. The advisory firm has a diverse assortment of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, pension consulting services and selection of other advisers. Financial advisory fee schedules are based on the type of financial services provided. Fees charged by Pine Valley Investments typically consist of asset-based fees.

Certifications and Registrations

Chartered Financial Consultant

Years Registered*

1 year

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets

Office Location

10 E. Stow Rd. Suite 200
Marlton, NJ 08053

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Pine Valley Investments Brokerage Details

Total Assets Under Management


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


NJ Average: 92
Total Number of Accounts


NJ Average: 6,978
Average Account Size


NJ Average: $1,450,417

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Pension consulting services
  • Selection of other advisers

Darek Koleda Work History

Darek has been registered as a financial advisor for 1 years.*

2022 - Present (1 year)

Pine Valley Investments

2021 - Present (2 years)

Avantax Insurance Agency, LLC

2021 - Present (2 years)

Avantax Advisory Services

2020 - Present (3 years)

Koleda Wealth Planners, LLC

2019 - Present (4 years)

Koleda Tax LLC D/B/A Fanty, Koleda & Associates

2020 - 2021 (1 year)

Koleda Wealth Planners LLC

2017 - 2019 (2 years)

Lane Hipple - Wealth Management Group

2016 - 2017 (1 year)

Mcqueen Ball & Associates

2013 - 2016 (3 years)

Fbo Services Inc

2013 - 2013 (< 1 year)

Fairman Group

*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.


Please visit the SEC profile of Darek Koleda 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 Pine Valley Investments

Darek Koleda
Marlton, NJ
Michael Modica
Williamstown, NJ
Michael Wojcik
Marlton, NJ
Keval Patel
Marlton, NJ
Jake Markoe
Marlton, NJ
Victoria Cocciolone
Marlton, NJ
Isaac Jones
Marlton, NJ
Thomas Mcelgunn
Marlton, NJ

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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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