Joseph Michael Valicenti
Investment adviser representative at Valicenti Advisory Services Inc
18 yearsExperience
2 statesRegistered in
$820MFirm assets
43 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.
- Valicenti Advisory Services IncDec 2008 to now
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 2 states (NY, TX).
Valicenti Advisory Services Inc
$820MAssets managed
1,036Clients
4Advisers
43 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
- 2788600
- Firm CRD
- 110669