Kevin
Madrigal
Valley Wealth Managers, Inc
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About this Advisor
Kevin Madrigal is a financial advisor based in New York, New York, working with Valley Wealth Managers, Inc. Kevin has previously held positions at South Worcester Neighborhood Improvement Corporation, Office Of Residence Life And Housing, Northwestern Mutual Life Insurance Company, Northwestern Mutual Investment Services LLC, Adam Seiden, Louis Cannataro, Bradley Bedell, Aaron Bell, Student, Northwestern Mutual Wealth Management Company, Leumi Investment Services Inc, Bank Leumi Usa, Valley Financial Management, Inc, Valley National Bank, and Valley Wealth Managers, Inc. Kevin has passed the Series 66 and Series 63 regulatory exams and is registered to provide services in New York. Currently, Kevin is part of Valley Wealth Managers, Inc, which operates out of New York, New York. 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
Kevin Madrigal Work History
Valley Wealth Managers, Inc
Valley Financial Management, Inc
Valley National Bank
Leumi Investment Services Inc
Bank Leumi Usa
Northwestern Mutual Wealth Management Company
Northwestern Mutual Investment Services LLC
Louis Cannataro
Bradley Bedell
Aaron Bell
Northwestern Mutual Life Insurance Company
Adam Seiden
Office Of Residence Life And Housing
South Worcester Neighborhood Improvement Corporation
Student
Disclosures
Please visit the SEC profile of Kevin Madrigal 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
Paramus, NJ
West Palm Beach, FL
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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