Valentina Maria Canonaco
Investment adviser representative at Forum Financial Management, LP
13 yearsExperience
1 stateRegistered in
$8.7BFirm assets
17 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 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.
- Forum Financial Management, LPAug 2026 to now
- Cetera Investment Advisers LLCNov 2025 to Aug 2026
- Callero Capital Wealth ManagementNov 2025 to Apr 2026
- Cetera Financal Specialists LLCFeb 2024 to Aug 2026
- Apc Financial GroupJul 2020 to Nov 2025
- Carol Von Linne ElementaryJul 2019 to Jun 2020
- St. Procopius SchoolSep 2013 to Jun 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2025
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (IL).
Forum Financial Management, LP
$8.7BAssets managed
5,841Clients
112Advisers
17 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
- 7283027
- Firm CRD
- 145706