Ronald Louis Valpey
Investment adviser representative at Valpey Financial Services LLC
16 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$226MFirm assets
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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
16 years in the industry.
- Valpey Financial Services, LLCJul 2010 to now
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law1999
State registrations
Registered as an investment adviser representative in 2 states (NH, TX).
Valpey Financial Services LLC
$226MAssets managed
186Clients
2Advisers
6 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
- 3220507
- Firm CRD
- 154154