Ingrid Holder

VALLEY NATIONAL ADVISERS | Financial Advisor

Bethlehem, PA 18017

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CRD#: 4696813

Professional summary

Ingrid Holder, who also goes by Ingrid Drew, Ingrid Holder-drew, is a registered financial advisor currently at VALLEY NATIONAL ADVISERS INC located in Bethlehem, Pennsylvania and VALLEY NATIONAL INVESTMENTS, INC. located in Bethlehem, Pennsylvania.

Ingrid is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2017. Ingrid has worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Ingrid Drew | Ingrid Holder-Drew

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.

Duties: Data review Anticipated annual compensation from this activity: $25 hourly Position/Title: General Bookkeeper Approximate # of hours/month you devote to this outside activity during non-business hours: 1 - 5 Address of the Business: 19 S 6th St, Emmaus, PA 18049 Approximate # of hours/month you devote to this outside activity during business hours: 0 Name of Organization/Company: Illumination Brewing LLC Is the business investment related: No Nature of the Business: Beer Distributor Start Date: 6/22/2025

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ingrid Holder's CRS (Customer Relationship Summary).

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®

None

Experience

Current

November 29, 2023 - Present

VALLEY NATIONAL ADVISERS INC

Office #1: 1655 Valley Center Parkway Suite 100, Bethlehem, PA 18017

RIA

CRD#: 110788

Bethlehem, PA

Current

November 29, 2023 - Present

VALLEY NATIONAL INVESTMENTS, INC.

Office #1: 1655 Valley Center Parkway Suite 100, Bethlehem, PA 18017

CRD#: 16715

Bethlehem, PA

Past

October 15, 2019 - November 16, 2023

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

ALLENTOWN, PA

Past

October 15, 2019 - November 16, 2023

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

ALLENTOWN, PA

Past

December 17, 2018 - September 3, 2019

PNC WEALTH MANAGEMENT LLC

RIA

CRD#: 129052

BETHLEHEM, PA

Past

December 1, 2017 - September 3, 2019

PNC WEALTH MANAGEMENT LLC

CRD#: 129052

BETHLEHEM, PA

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".

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.

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

Pennsylvania
(11/29/2023)

IAR

Pennsylvania
(11/29/2023)

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. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 66

Date: 5/4/2018

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 12/1/2017

General Securities Representative Examination

SRO Registrations

FINRA

Current Firm

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)

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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

SEC notice filing (19 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

VALLEY NATIONAL ADVISERS INC. AMENDED FORM ADV, PART 2A. (3/27/2025)

Regulatory assets under management

Total Number of Accounts	5,984
AUM (Assets Under Management)	$ 1,131,857,422

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Contact information

(xxx) xxx-xxxx

xxxxx@xxxx.xxx

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Ingrid Holder

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ingrid Holder's CRS (Customer Relationship Summary).

Certified licenses

Experience

VALLEY NATIONAL INVESTMENTS, INC.

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

PNC WEALTH MANAGEMENT LLC

PNC WEALTH MANAGEMENT LLC

Primary Firm SEC Registration

VALLEY NATIONAL ADVISERS INC

State Registrations and Notice Filings

Exams

Series 66

Date: 5/4/2018

SIE

Date: 10/1/2018

Series 7

Date: 12/1/2017

FINRA

Current Firm

VALLEY NATIONAL ADVISERS INC

Contact information

SEC notice filing (19 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

VALLEY NATIONAL ADVISERS INC

TRUST BUT VERIFY

Contact information

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