Philip Michael Valeriano
Investment adviser representative at National Wealth Management Group, LLC
17 yearsExperience
2 statesRegistered in
$534.9MFirm assets
11 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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
17 years in the industry.
- National Wealth Management Group, LLCAug 2025 to now
- Wells Fargo Clearing Services, LLCNov 2016 to Aug 2025
- Wells Fargo Advisors LLCMay 2009 to Nov 2016
Exams passed
- Series 63 · Uniform Securities Agent State Law1996
- Series 65 · Uniform Investment Adviser Law1996
State registrations
Registered as an investment adviser representative in 2 states (NV, NY).
National Wealth Management Group, LLC
$534.9MAssets managed
1,314Clients
17Advisers
11 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
- 2816457
- Firm CRD
- 174883