Christopher
Wilson
Valley Financial Management, Inc
Answer a few questions and
get matched with an advisor.
About this Advisor
Christopher Wilson is a financial advisor operating in New York, New York with 8 years of industry experience. Wilson is on the advisory team at Valley Financial Management, Inc. Over the course of their career, they have held roles at Morgan Stanley Smith Barney and Leumi Investment Services Inc. Wilson has a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is approved to work in Florida and New York. Valley Financial Management, Inc is a registered investment company based out of New York, NY. It has offices in eight locations and a total of 102 advisors. It oversees $335 million in total assets among its 506 accounts, making it one of the mid-sized firms in the country by assets under management. Of its 506 customer accounts, 74% are associated with high-net-worth individuals who have greater than $1 million in investable assets. Valley Financial Management, Inc offers a number of services, including financial planning services, portfolio management for individuals and small businesses, selection of other advisers and publication of newsletters. A financial advisor's fee schedules largely depend on which services are offered. Fee types charged by Valley Financial Management, Inc typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
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
Christopher Wilson Work History
Christopher has been registered as a financial advisor for 8 years.*
Leumi Investment Services Inc
Morgan Stanley Smith Barney
*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 Christopher Wilson 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
Miami, FL
New York, NY
New York, NY
New York, NY
Los Angeles, CA
New York, NY
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.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
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.
