Lilian Rosario
Investment adviser representative at Valley National Advisers Inc
10 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
10 years in the industry.
- Valley National Advisers IncMay 2026 to now
- Valley National Financial AdvisersAug 2024 to now
- Kuehne-nagelJul 2021 to Jul 2024
- GeodisApr 2021 to Jul 2021
- UnemployedApr 2020 to Apr 2021
- Wakefern FoodsDec 2019 to Apr 2020
- UnemployedAug 2019 to Dec 2019
- Dublin Vet HospitalApr 2017 to Aug 2019
- The Center for Animal Health and WelfareJun 2016 to Aug 2017
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
- 7979280
- Firm CRD
- 110788