Ildebrando
Cruz
Valley National Advisers Inc
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About this Advisor
Ildebrando Cruz is a financial advisor working in Bethlehem, Pennsylvania with 8 years of industry experience. Cruz is on the advisory team at Valley National Advisers Inc. They have worked at Valley National Advisers Inc for their complete career. Cruz has a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is registered to operate in Pennsylvania. Valley National Advisers Inc is an advisory firm that has its headquarters in Bethlehem, PA. The firm has offices in two locations and a total of 15 employees. It oversees $1 billion in total assets between its 5,118 accounts, placing it among the larger firms in the country by assets under management. The firm provides financial advisory services to 30 charities and foundations. Of its 5,118 accounts, 16% are held by high-net-worth individuals who have more than $1 million in assets available to invest. The firm performs a set of services, including financial planning services, portfolio management for individuals and small businesses and portfolio management for institutional clients. Financial advisory fee schedules usually depend on the type of services provided. Fees charged by Valley National Advisers Inc can consist of some blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Valley National Advisers Inc Brokerage Details
$1,129,285,725
15
5,118
$220,650
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Ildebrando Cruz Work History
Ildebrando has been registered as a financial advisor for 8 years.*
Valley National Investments, Inc
*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 Ildebrando Cruz 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 National Advisers Inc
Bethlehem, PA
Bethlehem, PA
Bethlehem, PA
Bethlehem, PA
Bethlehem, PA
Bethlehem, PA
Bethlehem, PA
Bethlehem, PA
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