David Z. Chesir
Professional summary
David Zachary Chesir is a registered financial advisor currently at VALLEY WEALTH MANAGERS, INC. located in Paramus, New Jersey and VALLEY FINANCIAL MANAGEMENT, INC. located in Paramus, New Jersey.
David is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2006. David has worked at 2 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 David Zachary Chesir's CRS (Customer Relationship Summary).
Certified licenses
Experience
July 27, 2023 - Present
VALLEY WEALTH MANAGERS, INC.
Office #1: 80 East Ridgewood Ave Suite 3, Paramus, NJ 07652December 13, 2001 - Present
VALLEY FINANCIAL MANAGEMENT, INC.
Office #1: 80 East Ridgewood Avenue, Paramus, NJ 07652March 6, 2006 - July 26, 2023
VALLEY FINANCIAL MANAGEMENT, INC.
Primary Firm SEC Registration
VALLEY WEALTH MANAGERS, INC.
CRD#: 108879 / SEC#: 801-25461
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(2/26/2008)
(1/14/2009)
(3/5/2019)
(4/20/2005)
(1/14/2009)
(3/28/2011)
(1/14/2009)
(2/8/2017)
(1/14/2009)
(7/27/2023)
(8/8/2002)
(1/14/2009)
(1/27/2010)
(8/15/2018)
(1/14/2009)
Exams
FINRA
Current Firm
VALLEY WEALTH MANAGERS, INC.
CRD#: 108879 / SEC#: 801-25461
Contact information
SEC notice filing (25 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,957 |
| AUM (Assets Under Management) | $ 2,317,257,859 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 09/25/2024 | ||
| 09/07/2023 | ||
| 10/04/2022 |
Red Flags
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