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Joshua Michael Procaccini

Joshua Michael Procaccini

CFP®
VALMARK ADVISERS
Plainville, MA
·CRD# 4802584·22 years experience

Professional Summary

Joshua Michael Procaccini, CFP® is a registered financial advisor currently at VALMARK ADVISERS, INC. located in Plainville, Massachusetts and VALMARK SECURITIES, INC. located in Plainville, Massachusetts. Joshua is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2004. Joshua has worked at 2 firms and has passed the Series 66, SIE and Series 7 exams.

At a Glance

Advisory Accounts Only

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

There are no additional aliases reported.

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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 are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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.

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Credentials

CFP®
Certified Financial PlannerSince 2022

Years of Experience

22 years in the financial services industry

Current & Past Employments

VALMARK ADVISERS, INC.·CRD# 108050
RIA
72 Taunton Street, Plainville, MA 02762
August 12, 2008 - Present
VALMARK SECURITIES, INC.·CRD# 31243
BD
72 Taunton Street, Plainville, MA 02762
June 11, 2004 - Present

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Current Firm

VA
VALMARK ADVISERS, INC.

VALMARK ADVISERS INC | VALMARK ADVISERS, INC.

CRD#: 108050 / SEC#: 801-55564
RIA
Registered Investment Advisory firm - SEC (5/29/1998 Approved)
Wyoming
Registered Investment Advisory firm - Wyoming (8/11/2017 Terminated)
Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

Contact Information

Main Address

130 Springside Drive Suite 300, Akron, OH 44333

Phone Number

(800) 765-5201

# of Employees

280

SEC notice filing (52 States and Territories)

Registered to provide investment advisory services in 52 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

VALMARK ADVISERS WEALTH MANAGEMENT SOLUTIONS ADV PART 2A APPENDIX 1-WRAP FEE PROGRAM BROCHURE (6/1/2026)

Regulatory Assets Under Management

Total Number of Accounts

20,881

AUM (Assets Under Management)

$10,166,311,019

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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.

1). Freetown Lakeville Regional School District, Assistant Football Coach, start date 3/1/21, 21-40 hours per month, payment received at beginning and end of season./// 2). Trove Private Wealth, LLC; 72 Taunton Street, Plainville, MA, 02762; Employment and ownership with Trove Private Wealth, a separate legal entity and Valmark Member Office; Chief Operating Officer; Management and administrative operations of the Member Office; investment related; start 11/1/2022; 40% owner; over 40 hrs per month; compensation: salary, bonus, and or profit distributions./// 3). Aurum Insurance Partners, LLC; 72 Taunton Street, Plainville, MA 02762; Wholly-owned subsidiary of member office, Trove Private Wealth, LLC, a separate entity from ValMark Financial Group; Chief Operating Officer; Management and administration of subsidiary as COO of parent company; investment related; Start 8/14/2025; 40% ownership interest in parent company, Trove Private Wealth, LLC; 21-40 hrs per month; compensation: salary, bonus, and profits distributions as an owner of parent company, Trove Private Wealth.///

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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".
VA
VALMARK ADVISERS, INC.

VALMARK ADVISERS INC | VALMARK ADVISERS, INC.

CRD#: 108050 / SEC#: 801-55564
RIA
Registered Investment Advisory firm - SEC (5/29/1998 Approved)
Wyoming
Registered Investment Advisory firm - Wyoming (8/11/2017 Terminated)
Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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 securities offerings such as stocks, bonds, and mutual funds through a broker-dealer.
IAR
Alaska
(7/14/2026)
IAR
Arizona
(6/8/2026)
RR
Arizona
(7/14/2026)
RR
California
(2/3/2010)
IAR
California
(1/2/2019)
RR
Colorado
(7/14/2026)
IAR
Colorado
(7/16/2026)
IAR
Connecticut
(1/29/2024)
RR
Connecticut
(7/14/2026)
RR
Delaware
(7/14/2026)
IAR
Delaware
(7/15/2026)
RR
District of Columbia
(6/10/2026)
RR
Florida
(4/7/2026)
IAR
Florida
(7/15/2026)
RR
Georgia
(7/14/2026)
IAR
Georgia
(7/15/2026)
IAR
Idaho
(2/24/2026)
IAR
Illinois
(11/5/2020)
RR
Illinois
(3/30/2026)
RR
Indiana
(7/14/2026)
IAR
Indiana
(7/15/2026)
RR
Louisiana
(1/7/2026)
IAR
Louisiana
(1/7/2026)
RR
Maine
(7/14/2026)
IAR
Maine
(7/15/2026)
RR
Maryland
(7/14/2026)
IAR
Maryland
(7/15/2026)
RR
Massachusetts
(10/11/2004)
IAR
Massachusetts
(8/12/2008)
RR
Michigan
(6/23/2026)
IAR
Michigan
(7/6/2026)
RR
Montana
(7/8/2026)
RR
Nevada
(8/26/2016)
IAR
Nevada
(9/7/2016)
RR
New Hampshire
(11/3/2015)
IAR
New Hampshire
(8/29/2016)
IAR
New Jersey
(2/2/2026)
RR
New Jersey
(7/14/2026)
IAR
New York
(1/16/2026)
RR
New York
(7/14/2026)
IAR
North Carolina
(4/7/2026)
RR
North Carolina
(4/13/2026)
IAR
Ohio
(7/2/2026)
RR
Ohio
(7/14/2026)
RR
Oklahoma
(5/7/2025)
RR
Oregon
(7/14/2026)
IAR
Oregon
(7/20/2026)
RR
Pennsylvania
(7/13/2026)
IAR
Pennsylvania
(7/16/2026)
IAR
Rhode Island
(8/12/2008)
RR
Rhode Island
(11/3/2011)
IAR
South Carolina
(3/16/2026)
RR
South Carolina
(3/20/2026)
RR
Tennessee
(8/19/2026)
IAR
Texas
(5/1/2026)
RR
Texas
(7/14/2026)
RR
Vermont
(7/14/2026)
RR
Virginia
(5/29/2026)
IAR
Virginia
(5/29/2026)
IAR
Washington
(7/15/2026)
IAR
Wisconsin
(2/10/2026)

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

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 66 — Uniform Combined State Law Examination

Passed Oct 2004About the Series 66 exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 7 — General Securities Representative Examination

Passed Jun 2004About the Series 7 exam
FINRA
SRO Registrations

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CRS (Client Relationship Summary) - RIA

Click below to view Joshua Michael Procaccini's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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Joshua Michael Procaccini
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