Mark D Bubien
Investment adviser representative at Valley Wealth Managers, Inc.
11 yearsExperience
1 stateRegistered in
$2.7BFirm assets
40 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 assetsHourly
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
11 years in the industry.
- Valley Wealth Managers, Inc.Jul 2025 to now
- Valley Financial Management, IncJul 2025 to now
- Valley National BankJul 2025 to now
- JPMorgan Chase Bank, NAOct 2023 to now
- JPMorgan Securities LLCOct 2023 to now
- Goldman Sachs, & Co.Nov 2015 to Sep 2023
Exams passed
- Series 63 · Uniform Securities Agent State Law2015
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 1 state (IL).
Valley Wealth Managers, Inc.
$2.7BAssets managed
969Clients
47Advisers
40 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
- 6115832
- Firm CRD
- 108879