Sean Moro
Investment adviser representative at Valley Wealth Managers, Inc.
11 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
11 years in the industry.
- Valley Wealth Managers, Inc.Aug 2026 to now
- Valley Financial Management Inc.Aug 2026 to now
- Massmutual Life Insurance CompanyDec 2025 to Aug 2026
- MML Investors Services, LLCDec 2025 to Aug 2026
- UnemployedJun 2025 to Nov 2025
- Equitable AdvisorsMay 2024 to Jul 2024
- Wyckoff Family Ymca: WydacaAug 2023 to Aug 2023
- Wyckoff Family Ymca: Wyckoff Rec CampJul 2023 to Jul 2023
- Sacred Heart UniversitySep 2021 to May 2025
- Chili's Bar and GrillMar 2021 to Aug 2022
- UnemployedDec 2015 to Feb 2021
Exams passed
- Series 66 · Uniform Combined State Law2026
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
- 8195915
- Firm CRD
- 108879