Advisor at Pine Valley Investments
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
Pine Valley Investments
Location
Marlton, NJ 08053
Credentials
Series 63, Series 65
Industry experience
5 years
Noah Modica is a financial advisor at Pine Valley Investments with Series 63 and Series 65 credentials and four years of industry experience. Prior to joining Pine Valley Investments in 2023, he held roles at several firms including Securian Financial Services, Allied Wealth Partners, Minnesota Life Insurance, and Chubb. Pine Valley Investments provides discretionary portfolio management, pension consulting, and advisory services to individuals, pension plans, charitable organizations, and business entities. The firm utilizes a combination of fundamental, technical, and quantitative analysis to tailor client portfolios and offers access to private equity vehicles and third-party managers.
Based on Pine Valley Investments
Based on Pine Valley Investments
$0 - $2,000,000: 1.80% $2,000,001 - $20,000,000: 1.50% $20,000,001 - $100,000,000: 1.20% $100,000,001+: 1.00%
Certain supervised persons are registered representatives of a broker-dealer and receive commissions for selling brokerage products such as variable annuities, 529 plans, and mutual funds.
Account minimum: $500,000
10 E. Stow Rd., Suite 200
Marlton, NJ 08053
New Jersey
Pine Valley Investments
2023 - Present (3 years)
Securian Financial Services Inc
2021 - 2023 (2 years)
Allied Wealth Partners
2021 - 2023 (2 years)
Minnesota Life Insurance Co
2021 - 2023 (2 years)
Chubb
2019 - 2020 (1 year)
NKS
2018 - 2018 (1 year)
Grain H2O
2017 - 2017 (1 year)
Wilmington University
2015 - 2019 (4 years)
Klondike Kates
2015 - 2020 (5 years)
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