Philip M. Valeriano
Professional summary
Philip Michael Valeriano, who also goes by Philip Michael Valariano, Phil Valeriano, is a registered financial advisor currently at NATIONAL WEALTH MANAGEMENT GROUP, LLC located in Las Vegas, Nevada.
Philip is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1996. Philip has worked at 3 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Philip Michael Valeriano's CRS (Customer Relationship Summary).
Certified licenses
Experience
September 22, 2025 - Present
NATIONAL WEALTH MANAGEMENT GROUP, LLC
Office #1: 5550 Painted Mirage Rd Ste 510, Las Vegas, NV 89149July 5, 2012 - September 18, 2025
WELLS FARGO CLEARING SERVICES, LLC
March 5, 2009 - September 18, 2025
WELLS FARGO CLEARING SERVICES, LLC
November 27, 1996 - April 1, 2009
CITIGROUP GLOBAL MARKETS INC.
Primary Firm SEC Registration
NATIONAL WEALTH MANAGEMENT GROUP, LLC
CRD#: 174883 / SEC#: 801-80983
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(10/6/2025)
(9/26/2025)
(9/22/2025)
Exams
Current Firm
NATIONAL WEALTH MANAGEMENT GROUP, LLC
CRD#: 174883 / SEC#: 801-80983
Contact information
SEC notice filing (29 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,066 |
| AUM (Assets Under Management) | $ 325,727,820 |
Red Flags
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Company Information
NATIONAL WEALTH MANAGEMENT GROUP, LLC
CRD#: 174883Las Vegas, NV 89149TRUST BUT VERIFY
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