Matthew Louis Grosser
Investment adviser representative at Valley Wealth Managers, Inc.
14 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
14 years in the industry.
- Valley Wealth Managers, Inc.Feb 2016 to now
- Hallmark Capital ManagementOct 2012 to now
Exams passed
- Series 65 · Uniform Investment Adviser Law2016
State registrations
Registered as an investment adviser representative in 1 state (NJ).
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
- 6580831
- Firm CRD
- 108879