Joseph
Valicenti
Valicenti Advisory Services Inc
Answer a few questions and
get matched with an advisor.
About this Advisor
Joseph Valicenti is a financial advisor who works in Elmira, New York with 2 years of relevant experience. Valicenti works at Valicenti Advisory Services Inc. They have spent their whole career at Valicenti Advisory Services Inc. Valicenti is registered to operate in New York and Texas. Valicenti Advisory Services Inc is a registered investment firm headquartered in Elmira, NY. It has offices in two locations and a total of 10 financial advisors. It administers $502 million in assets under management among its 1,865 client accounts, placing it among the bigger investment advisory firms in the country by assets under management. The firm advises 94 charitable organizations. Of its 1,865 customer accounts, 50% are associated with high-net-worth individuals who have more than $1 million in assets. Valicenti Advisory Services Inc provides a set of services, including financial planning services and portfolio management for individuals and small businesses. A financial advisor's fee schedules usually depend on which services the firm provides the client. Fees charged by Valicenti Advisory Services Inc likely are comprised of some combination of asset-based and hourly fees.
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.
Valicenti Advisory Services Inc Brokerage Details
$502,273,590
10
1,865
$269,316
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Joseph Valicenti Work History
Joseph has been registered as a financial advisor for 2 years.*
Valicenti Advisory Services
*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 Joseph Valicenti 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 Valicenti Advisory Services Inc
Elmira, NY
Elmira, NY
Elmira, 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.
