Sebastian William Holbrook
Investment adviser representative at Valley National Advisers Inc
15 yearsExperience
1 stateRegistered in
$1.3BFirm assets
41 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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
15 years in the industry.
- Valley National Advisers IncJun 2026 to now
- Valley National Investments, IncJun 2026 to now
- Valley National RealtyApr 2026 to Jun 2026
- Valley National GroupJun 2025 to Aug 2025
- Valley National GroupJun 2024 to Aug 2024
- Valley National GroupJun 2023 to Aug 2023
- Middlebury CollegeSep 2022 to May 2026
- UnemployedJun 2022 to Aug 2022
- Moravian AcademyJan 2011 to Jun 2022
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (PA).
Valley National Advisers Inc
$1.3BAssets managed
1,391Clients
14Advisers
41 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
- 7941857
- Firm CRD
- 110788