Marc Hadley Pershan
Investment adviser representative at Valley Wealth Managers, Inc.
18 yearsExperience
1 stateRegistered in
$2.7BFirm assets
40 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourly
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
18 years in the industry.
- Valley Wealth Managers, Inc.Jul 2023 to now
- Valley Financial Management, Inc.Apr 2022 to now
- Valley National BankApr 2022 to now
- Bank Leumi USASep 2008 to Apr 2022
- Leumi Investment Services, Inc.Sep 2008 to Apr 2022
Exams passed
- Series 63 · Uniform Securities Agent State Law1989
- Series 65 · Uniform Investment Adviser Law1998
State registrations
Registered as an investment adviser representative in 1 state (IL).
Valley Wealth Managers, Inc.
$2.7BAssets managed
969Clients
47Advisers
40 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1978954
- Firm CRD
- 108879