Noah James Modica
Investment adviser representative at Pine Valley Investments
11 yearsExperience
1 stateRegistered in
$2.7BFirm assets
11 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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
11 years in the industry.
- Pine Valley InvestmentsApr 2023 to now
- Allied Wealth PartnersJan 2021 to Apr 2023
- Minnesota Life Insurance CoJan 2021 to Apr 2023
- Securian Financial Services IncJan 2021 to Apr 2023
- ChubbNov 2019 to Oct 2020
- NksJun 2018 to Aug 2018
- Grain H2oMay 2017 to Sep 2017
- Wilmington UniversityAug 2015 to May 2019
- Klondike KatesJun 2015 to Aug 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2021
- Series 65 · Uniform Investment Adviser Law2021
State registrations
Registered as an investment adviser representative in 1 state (NJ).
Pine Valley Investments
Legal name: Pine Valley Investments Limited Liability Company
$2.7BAssets managed
2,113Clients
33Advisers
11 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
- 7329102
- Firm CRD
- 173995