Jeffrey Scott Naylor
Investment adviser representative at Valicenti Advisory Services Inc
21 yearsExperience
2 statesRegistered in
$820MFirm assets
43 yearsFirm in business
Are you Jeffrey Scott Naylor? Claim your profile
Contact this firm
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
21 years in the industry.
- Valicenti Advisory Services IncMay 2005 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
- 2788601
- Firm CRD
- 110669