James Todd Vogt
Investment adviser representative at Pine Valley Investments
10 yearsExperience
1 stateRegistered in
$2.7BFirm 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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
10 years in the industry.
- Pine Valley InvestmentsMay 2023 to now
- Tower Bridge Advisors, Inc.Jan 2016 to May 2023
Exams passed
- Series 66 · Uniform Combined State Law2000
State registrations
Registered as an investment adviser representative in 1 state (NJ).
Pine Valley Investments
Legal name: Pine Valley Investments Limited Liability Company
$2.7BAssets managed
2,113Clients
33Advisers
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
- 3115604
- Firm CRD
- 173995