Micah J. Charyn

VALLEY WEALTH MANAGERS | Financial Advisor

Coral Gables, FL 33134

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CRD#: 5922824

Professional summary

Micah Jarett Charyn, who also goes by Micah Charyn, is a registered financial advisor currently at VALLEY WEALTH MANAGERS, INC. located in Coral Gables, Florida and VALLEY FINANCIAL MANAGEMENT, INC. located in Coral Gables, Florida.

Micah is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2012. Micah has worked at 8 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Micah Charyn

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.

Name: Touching Miami with Love (TML) Investment-related: No Address: 711 NW 6th Avenue, Miami, FL 33136 Nature: Religious Education. The mission of the TML Board of Directors is to provide leadership, guidance, and support to the Executive Director of TML in support of the organization's mission to guide children and youth spiritually, intellectually, and emotionally. Position: Board Member Start Date: 4/24/24 Approx. hours/month devoted: 2 Approx. hours/month devoted during securities trading hours: 0 Duties: Sit on an advisory panel charged with improving existing student educational programs and delivering ideas to improve student body's overall wellbeing. Also will be involved in helping to develop ways to solicit funds to serve their organization. At no time will I solicit donations from Valley's clients, and at no time will duties include investment management, investment advice, and discretion over funds. This post is strictly geared towards brainstorming and developing programs for the student body and wellbeing of the organization.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Micah Jarett Charyn'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

August 8, 2023 - Present

VALLEY WEALTH MANAGERS, INC.

Office #1: 2121 Ponce De Leon Blvd Suite 130, Coral Gables, FL 33134

RIA

CRD#: 108879

Coral Gables, FL

Current

August 1, 2023 - Present

VALLEY FINANCIAL MANAGEMENT, INC.

Office #1: 2121 Ponce De Leon, Coral Gables, FL 33145

RIA

CRD#: 105387

Coral Gables, FL

Past

October 18, 2021 - July 31, 2023

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

CORAL GABLES, FL

Past

October 13, 2021 - July 31, 2023

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

CORAL GABLES, FL

Past

February 17, 2021 - October 15, 2021

TRUIST ADVISORY SERVICES, INC.

RIA

CRD#: 283390

ATLANTA, GA

Past

February 17, 2021 - October 15, 2021

TRUIST INVESTMENT SERVICES, INC.

CRD#: 17499

HUNTSVILLE, AL

Past

March 30, 2018 - February 17, 2021

BB&T SECURITIES, LLC

RIA

CRD#: 142785

RICHMOND, VA

Past

March 30, 2018 - February 17, 2021

BB&T SECURITIES, LLC

CRD#: 142785

RICHMOND, VA

Past

January 10, 2018 - March 6, 2018

FIRST HORIZON ADVISORS, INC.

RIA

CRD#: 17117

NASHVILLE, TN

Past

March 14, 2016 - January 8, 2018

FIRST HORIZON ADVISORS, INC.

RIA

CRD#: 17117

NASHVILLE, TN

Past

March 14, 2016 - March 6, 2018

FIRST HORIZON ADVISORS, INC.

CRD#: 17117

NASHVILLE, TN

Past

April 4, 2014 - March 21, 2016

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

RIA

CRD#: 2881

NASHVILLE, TN

Past

June 25, 2012 - March 21, 2016

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

CRD#: 2881

NASHVILLE, TN

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 WEALTH MANAGERS, INC.

HALLMARK CAPITAL MANAGEMENT | VALLEY WEALTH MANAGERS, INC. | NEW CENTURY ASSET MANAGEMENT | HALLMARK CAPITAL MANAGEMENT INC

CRD#: 108879 / SEC#: 801-25461

RIA

Registered Investment Advisory firm - (10/11/1985 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

California
(8/30/2024)

Florida
(8/1/2023)

IAR

Florida
(8/8/2023)

Illinois
(2/17/2025)

IAR

New York
(9/11/2025)

Tennessee
(8/1/2023)

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 65

Date: 3/28/2014

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 9/15/2012

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 10/3/2015

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 6/22/2012

Investment Company Products/Variable Contracts Representative Examination

SRO Registrations

FINRA

Current Firm

VALLEY WEALTH MANAGERS, INC.

HALLMARK CAPITAL MANAGEMENT | VALLEY WEALTH MANAGERS, INC. | NEW CENTURY ASSET MANAGEMENT | HALLMARK CAPITAL MANAGEMENT INC

CRD#: 108879 / SEC#: 801-25461

RIA

Registered Investment Advisory firm - (10/11/1985 Approved)

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Contact information

Main Address

80 East Ridgewood Ave Suite 3, Paramus, NJ 07652

Mailing Address

Phone number

(888) 794-7940

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (25 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

VWM FORM ADV PART 2A (3/28/2025)

VWM WRAP FEE PROGRAM BROCHURE (3/28/2025)

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	Cover Page	Report
09/07/2023	Cover Page	Report
10/04/2022	Cover Page	Report

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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Micah J. Charyn

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Micah Jarett Charyn's CRS (Customer Relationship Summary).

Certified licenses

Experience

VALLEY FINANCIAL MANAGEMENT, INC.

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

TRUIST ADVISORY SERVICES, INC.

TRUIST INVESTMENT SERVICES, INC.

BB&T SECURITIES, LLC

BB&T SECURITIES, LLC

FIRST HORIZON ADVISORS, INC.

FIRST HORIZON ADVISORS, INC.

FIRST HORIZON ADVISORS, INC.

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

Primary Firm SEC Registration

VALLEY WEALTH MANAGERS, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 3/28/2014

Series 63

Date: 9/15/2012

SIE

Date: 10/1/2018

Series 7

Date: 10/3/2015

Series 6

Date: 6/22/2012

FINRA

Current Firm

VALLEY WEALTH MANAGERS, INC.

Contact information

SEC notice filing (25 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

VALLEY WEALTH MANAGERS, INC.

TRUST BUT VERIFY

Contact information

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