Daniel Blandini
Investment adviser representative at Valpey Financial Services LLC
10 yearsExperience
1 stateRegistered in
$226MFirm assets
6 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
10 years in the industry.
- Valpey Financial Services, LLCJun 2025 to now
- University of New HampshireSep 2024 to Jun 2025
- Mount Washington Cruise LineJun 2023 to Aug 2024
- University of New HampshireSep 2022 to Jun 2023
- Fairchild Dairy FarmJun 2022 to Aug 2022
- University of New HampshireSep 2021 to Jun 2022
- AutodeskJun 2021 to Aug 2021
- Bow High SchoolApr 2016 to Jun 2021
Exams passed
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (NH).
Valpey Financial Services LLC
$226MAssets managed
186Clients
2Advisers
6 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
- 8250871
- Firm CRD
- 154154