Bret Valerio
Investment adviser representative at Nottingham Advisors Inc.
13 yearsExperience
1 stateRegistered in
CFADesignation
$1.4BFirm 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
13 years in the industry.
- Nottingham Advisors Inc.Aug 2026 to now
- MassmutualApr 2025 to Jun 2026
- BNYSep 2013 to Apr 2025
Designations
- CFA
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (MA).
Nottingham Advisors Inc.
$1.4BAssets managed
795Clients
8Advisers
44 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
- 4430253
- Firm CRD
- 104928