Kevin
Madrigal
Valley Financial Management, Inc
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About this Advisor
Kevin Madrigal is a financial advisor who works out of New York, New York with a total of 2 years of relevant experience. Madrigal is an advisor for Valley Financial Management, Inc. Their career trajectory has included roles at South Worcester Neighborhood Improvement Corporation, Office Of Residence Life And Housing, Economics Department, Office Of Orientation And Residence Life, 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 and Valley National Bank. Madrigal holds Series 66 and Series 63 licenses, which qualify them as a securities representative, and can serve investors in New York. Valley Financial Management, Inc is an advisory firm based out of New York, NY. The investment advisory business has offices in eight locations and a total of 102 people on staff. It controls $335 million in assets between its 506 accounts, placing it among the mid-sized firms in the nation by assets under management. Of its 506 client accounts, 74% are associated with high-net-worth individuals who have at least $1 million in assets available to invest. Valley Financial Management, Inc performs a diverse set of services, such as financial planning services, portfolio management for individuals and small businesses, selection of other advisers and publication of newsletters. Fees charged by financial advisors typically are based on the services offered. However, fees billed by Valley Financial Management, Inc typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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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
Kevin Madrigal Work History
Kevin has been registered as a financial advisor for 2 years.*
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
Economics Department
Office Of Orientation And Residence Life
Student
*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 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 Financial Management, Inc
New York, NY
New York, NY
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Los Angeles, CA
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Los Angeles, CA
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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