Steven
Tussi
Valley Wealth Managers, Inc
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About this Advisor
Steven Tussi is a financial advisor based in Atlanta, Georgia, working with Valley Wealth Managers, Inc. Steven has previously held a position at Hallmark Capital Management, Inc. Steven has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Georgia. Currently, Steven is part of Valley Wealth Managers, Inc, which operates out of Atlanta, Georgia. The firm has 13 offices and 52 employees. The firm manages assets totaling $2.2 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, and selection of other advisers. The fee structure at Valley Wealth Managers, Inc includes asset-based and hourly fees.
Certifications and Registrations
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Valley Wealth Managers, Inc Brokerage Details
$2,246,985,760
52
1,997
$1,125,181
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Steven Tussi Work History
Hallmark Capital Management, Inc
Disclosures
Please visit the SEC profile of Steven Tussi to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Valley Wealth Managers, Inc
Paramus, NJ
Paramus, NJ
New York, NY
Paramus, NJ
Paramus, NJ
Paramus, NJ
Tampa, FL
Miami, FL
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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