Advisor at Valley Wealth Managers, Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Valley Wealth Managers, Inc.
Location
Paramus, NJ 07652
Credentials
Series 63, Series 65
Industry experience
16 years
David Marks is a financial advisor at Valley Wealth Managers, Inc. with 16 years of industry experience. He holds the Series 63 and Series 65 licenses and has worked previously at Infinex Investments, Inc., Popular Community Bank, CitiGroup, and J.P. Morgan in various capacities. Valley Wealth Managers, Inc. is an SEC-registered investment adviser managing approximately $2.32 billion through a multi-advisor team, serving institutional clients and high-net-worth individuals. The firm employs a client-specific investment process combining tactical allocations and proprietary valuation analysis to construct portfolios that include individual equities, bonds, mutual funds, and ETFs.
Based on Valley Wealth Managers, Inc.
Based on Valley Wealth Managers, Inc.
$0 - $500,000: 1.25% annually $500,001 - $3,000,000: 1.00% annually $3,000,001 - $5,000,000: 0.80% annually $5,000,001 - $15,000,000: 0.65% annually $15,000,001 - $25,000,000: 0.60% annually $25,000,001 - $50,000,000: 0.55% annually $50,000,001+: 0.50% annually
Financial planning services at $200 per hour
Account minimum: $100,000 Minimum fee: Minimum Quarterly Fee of $1,250 per quarter Fee-only: Financial planning services charged at $200 per hour
80 East Ridgewood Ave, Suite 3
Paramus, NJ 07652
New Jersey
Valley Financial Management, Inc.
2024 - Present (2 years)
Valley National Bank
2024 - Present (2 years)
Valley Wealth Managers, Inc.
2024 - Present (2 years)
Infinex Investments, Inc.
2019 - 2024 (5 years)
Popular Community Bank
2019 - 2024 (5 years)
CitiGroup
2016 - 2019 (3 years)
J.P. Morgan Securities
2012 - 2016 (4 years)
J.P Morgan Chase Bank Na
2009 - 2016 (7 years)
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Broker-dealer / trader
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Is not active or affiliated with:
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
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Real estate agent
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Other specialized services
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