Sharon Dvir

VALLEY WEALTH MANAGERS

West Palm Beach, FL 33401

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CRD#: 5956431

Professional summary

Sharon Dvir is a registered financial advisor currently at VALLEY WEALTH MANAGERS, INC. located in West Palm Beach, Florida and VALLEY FINANCIAL MANAGEMENT, INC. located in West Palm Beach, Florida.

Sharon is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2011. Sharon has worked at 9 firms and has passed the Series 66, Series 65, Series 63, SIE, Series 7TO, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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: SafeSpace Investment-related: No Address: 612 SE Dixie Highway, Stuart, FL 34994 Nature: Non-Profit Organization services domestic violence victims within Martin, Saint Lucie and Indian River Counties in Florida Your position: Board Member Start date of relationship: April 2022 Approx. hours/month: 3-4 " during securities trading hours: 1 Description of duties: Advocating for the organization and it's participants while ensuring mission is carried out by CEO and staff

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Sharon Dvir'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

September 24, 2025 - Present

VALLEY WEALTH MANAGERS, INC.

Office #1: 1700 Palm Beach Lakes Blvd, West Palm Beach, FL 33401

RIA

CRD#: 108879

West Palm Beach, FL

Current

September 15, 2025 - Present

VALLEY FINANCIAL MANAGEMENT, INC.

Office #1: 1700 Palm Beach Lakes Blvd, West Palm Beach, FL 33401

RIA

CRD#: 105387

West Palm Beach, FL

Past

August 1, 2017 - August 16, 2021

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

RIA

CRD#: 149018

MOUNT LAUREL, NJ

Past

August 1, 2017 - August 16, 2021

RAYMOND JAMES FINANCIAL SERVICES, INC.

CRD#: 6694

LANCASTER, PA

Past

September 12, 2016 - July 10, 2017

TRUIST ADVISORY SERVICES, INC.

RIA

CRD#: 283390

NASHVILLE, TN

Past

January 6, 2015 - December 31, 2016

TRUIST INVESTMENT SERVICES, INC.

RIA

CRD#: 17499

NASHVILLE, TN

Past

January 6, 2015 - July 10, 2017

TRUIST INVESTMENT SERVICES, INC.

CRD#: 17499

NASHVILLE, TN

Past

September 3, 2014 - December 11, 2014

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

RIA

CRD#: 20472

PHILADELPHIA, PA

Past

September 3, 2014 - December 11, 2014

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

CRD#: 20472

PHILADELPHIA, PA

Past

July 2, 2013 - August 14, 2014

CITIZENS SECURITIES, INC.

RIA

CRD#: 39550

PLYMOUTH MEETING, PA

Past

June 25, 2012 - August 14, 2014

CITIZENS SECURITIES, INC.

CRD#: 39550

PLYMOUTH MEETING, PA

Past

August 15, 2011 - April 23, 2012

CHASE INVESTMENT SERVICES CORP.

CRD#: 25574

LYNDHURST, NJ

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

Colorado
(9/16/2025)

Florida
(9/16/2025)

IAR

Florida
(9/24/2025)

New Jersey
(9/17/2025)

New York
(9/16/2025)

Oklahoma
(9/17/2025)

South Carolina
(9/16/2025)

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: 9/2/2025

Uniform Combined State Law Examination

State Security Law Exam

IAR

Series 65

Date: 6/21/2013

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 8/23/2011

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 9/15/2025

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7TO

Date: 9/15/2025

General Securities Representative Examination

General Industry/Product Exam

Series 7

Date: 10/7/2013

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 8/12/2011

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.

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Firm Stability Insights

Sharon Dvir

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Sharon Dvir's CRS (Customer Relationship Summary).

Certified licenses

Experience

VALLEY FINANCIAL MANAGEMENT, INC.

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

RAYMOND JAMES FINANCIAL SERVICES, INC.

TRUIST ADVISORY SERVICES, INC.

TRUIST INVESTMENT SERVICES, INC.

TRUIST INVESTMENT SERVICES, INC.

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

CITIZENS SECURITIES, INC.

CITIZENS SECURITIES, INC.

CHASE INVESTMENT SERVICES CORP.

Primary Firm SEC Registration

VALLEY WEALTH MANAGERS, INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 9/2/2025

Series 65

Date: 6/21/2013

Series 63

Date: 8/23/2011

SIE

Date: 9/15/2025

Series 7TO

Date: 9/15/2025

Series 7

Date: 10/7/2013

Series 6

Date: 8/12/2011

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

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