TR
Thomas M. Riddle
VALLEY NATIONAL ADVISERS
BETHLEHEM, PA 18017
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CRD#: 1335487
TR
Professional summary
Thomas Merle Riddle, CFP® is a registered financial advisor currently at VALLEY NATIONAL ADVISERS INC located in Bethlehem, Pennsylvania and VALLEY NATIONAL INVESTMENTS, INC. located in Bethlehem, Pennsylvania.
Thomas is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1985. Thomas has worked at 3 firms and has passed the Series 63, Series 52TO, Series 99TO, SIE, Series 7, Series 53, Series 4 and Series 24 exams.
Question & Answer
What are your service offerings?
Estate Planning
Socially Responsible Investing
Retirement Income Management
Tax Planning
Retirement Planning
Comprehensive Financial Planni...
Investment Planning
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
VALLEY NATL GRP INC, 1655 VALLEY CTR PKWY, STE 100, BETHLEHEM, PA 18017. NOT INV RELATED, PROVIDES MGMT SVCS TO VALLEY NATL AFFILIATES, PRES, 9/11/86, 4HRS/MTH, 3HRS DURING TRADING HRS. VALLEY NATL SVCS INC, 1655 VALLEY CTR PKWY, STE 100, BETHLEHEM, PA 18017. NOT INV RELATED, INC TAX PREP AND ACCTG SVCS, PRES, 10/27/88, 25HRS/MTH, 10HRS DURING TRADING HRS. VALLEY NATL INDEMNITY CORP, 1655 VALLEY CTR PKWY, STE 100, BETHLEHEM, PA 18017. NOT INV RELATED, SALE OF LIFE, ACC & HEALTH INS UNDER LIFE INS AGT AGREEMENTS, PRES, 10/19/84, 4HRS/MTH, 3HRS DURING TRADING HRS. VALLEY NATL RTY CORP, 1655 VALLEY CTR PKWY, STE 100, BETHLEHEM, PA 18017. NOT INV RELATED, COMML REAL ESTATE OWNED AND MGD, PRES, 12/21/92, 9HRS/MTH, 2HRS DURING TRADING HRS. VALLEY NATL ENT LLC, 1655 VALLEY CTR PKWY, STE 100, BETHLEHEM, PA 18017. NOT INV RELATED, CONDUIT FOR ACQUISITIONS, MGR, 12/28/04, 2HRS/MTH, 1HR DURING TRADING HRS. VALLEY NATL DEVELOPMENT LLC, 1655 VALLEY CTR PKWY, STE 100, BETHLEHEM, PA 18017. NOT INV RELATED, COMML REAL ESTATE DEVELOPMENT, MGR, 4/18/97, 1HR/MTH, 0HRS DURING TRADING HRS. VALLEY NATL HOLDINGS LLC, 1655 VALLEY CTR PKWY, STE 100, BETHLEHEM, PA 18017. NOT INV RELATED, CONDUIT FOR ACQUISITIONS, MGR, 1/1/02, 9HRS/MTH, 1HR DURING TRADING HRS. VALLEY NATL PROPERTIES LLC, 1655 VALLEY CTR PKWY, STE 100, BETHLEHEM, PA 18017. NOT INV RELATED, RESIDENTIAL REAL ESTATE MGMT AND CONDUIT FOR REAL ESTATE RELATED ACQUISITIONS, MGR, 12/11/95, 9HRS/MTH, 2HRS DURING TRADING HRS. SYNERGY AT HAMILTON WEST INC., 6081HAMILTON BLVD, ALLENTOWN, PA 18106. NOT INV RELATED, PROVIDES SERVICES TO CORPORATIONS, 10HR/WK, 0HRS DURING TRADING HRS., 300 WEST DEARBORN LLC, 300 WEST DEARBORN ST, FL 34224, NOT INV RELATED, REAL ESTATE DEVELOPMENT, DESIGNATED MGR, 4/25/2019, 42HRS/MONTH, 0HRS/MONTH DURING TRADING HOURS.
CRS (Client Relationship Summary) - RIA
Click below to view Thomas Merle Riddle's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 1986
Experience
Current
February 19, 1991 - Present
VALLEY NATIONAL ADVISERS INC
Office #1: 1655 Valley Center Parkway Suite 100, Bethlehem, PA 18017RIA
CRD#: 110788
BETHLEHEM, PA
Current
August 28, 1985 - Present
VALLEY NATIONAL INVESTMENTS, INC.
Office #1: 1655 Valley Center Parkway Suite 100, Bethlehem, PA 18017BD
CRD#: 16715
Bethlehem, PA
Past
February 21, 1985 - September 16, 1985
GREEN HILL FINANCIAL SERVICE CORPORATION
BD
CRD#: 4882
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
VN
VALLEY NATIONAL ADVISERS INC
VALLEY NATIONAL ADVISERS INC | VALLEY NATIONAL FINANCIAL ADVISORS
CRD#: 110788 / SEC#: 801-25126
RIA
Registered Investment Advisory firm - (8/30/1985 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Arizona(2/4/2002)
RR
California(1/11/2024)
RR
Florida(7/10/1996)
RR
New Jersey(2/28/1986)
RR
New York(5/12/1988)
RR
North Carolina(11/19/2018)
RR
Pennsylvania(2/14/1986)
IAR
Pennsylvania(2/19/1991)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 52TO
Date: 9/25/2025
Municipal Securities Representative ExaminationGeneral Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional ExaminationGeneral Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
VN
VALLEY NATIONAL ADVISERS INC
VALLEY NATIONAL ADVISERS INC | VALLEY NATIONAL FINANCIAL ADVISORS
CRD#: 110788 / SEC#: 801-25126
RIA
Registered Investment Advisory firm - (8/30/1985 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
1655 Valley Center Parkway Suite 100, Bethlehem, PA 18017
Mailing Address
Phone number
(610) 868-9000
Established
Firm type
Fiscal year end
# of Employees
12
SEC notice filing (19 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 5,984 |
| AUM (Assets Under Management) | $ 1,131,857,422 |
Red Flags
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Company Information
VALLEY NATIONAL ADVISERS INC
CRD#: 110788Bethlehem, PA 18017TRUST BUT VERIFY
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Contact information
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