Bret Valerio
Professional Summary
Bret Valerio, who also goes by Bret Tama, Bret Jared Valerio, is a registered financial advisor currently at NOTTINGHAM ADVISORS INC. located in Woburn, Massachusetts. Bret is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2026. Bret has worked at 1 firm.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Bret Tama, Bret Jared Valerio
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Videos & Posts
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures on record.
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Years of Experience
1 years in the financial services industry
Current & Past Employments
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Current Firm
ELIAS ASSET MANAGEMENT INC | NOTTINGHAM WEALTH | NOTTINGHAM FINANCIAL GROUP | NOTTINGHAM ADVISORS INC.
Contact Information
Main Address
500 Corporate Parkway Suite 216, Amherst, NY 14226Phone Number
(716) 633-3800# of Employees
9SEC notice filing (51 States and Territories)
Registered to provide investment advisory services in 51 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
1,385AUM (Assets Under Management)
$1,426,068,477Accountant Surprise Examination Report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 07/30/2026 | Cover Page | Report |
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
The advisor shows no other business activity.
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Primary Firm SEC Registration
ELIAS ASSET MANAGEMENT INC | NOTTINGHAM WEALTH | NOTTINGHAM FINANCIAL GROUP | NOTTINGHAM ADVISORS INC.
State Registrations and Notice Filings
(8/24/2026)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary) - RIA
Click below to view Bret Valerio's CRS (Customer Relationship Summary).
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