AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Advisor Search
Why AdvisorCheck

We're Here To Help

AdvisorCheck empowers you to find, evaluate, and monitor financial advisors with confidence and clarity.

Advisor Monitoring

Financial advisor's situations can change, sometimes without notice. AdvisorCheck's Monitoring tool helps you avoid surprises and stay on top of your financial health.

Firm Stability Insights

The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

Pricing
For Advisors
MM

Michele Maddaloni

VALLEY NATIONAL ADVISERS
Bethlehem, PA 18017
Some features on this profile are disabled
CRD#: 5969986
MM

Professional summary

Michele Maddaloni, who also goes by Michele M Maddaloni, Michele Mary Maddaloni, is a registered financial advisor currently at VALLEY NATIONAL ADVISERS INC located in Bethlehem, Pennsylvania and VALLEY NATIONAL INVESTMENTS, INC. located in Bethlehem, Pennsylvania.

Michele is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2014. Michele has worked at 5 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Michele M Maddaloni | Michele Mary Maddaloni

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michele Maddaloni'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

January 21, 2026 - Present

VALLEY NATIONAL ADVISERS INC

Office #1: 1655 Valley Center Parkway Suite 100, Bethlehem, PA 18017
RIA
CRD#: 110788
Bethlehem, PA
Current

January 20, 2026 - Present

VALLEY NATIONAL INVESTMENTS, INC.

Office #1: 1655 Valley Center Parkway Suite 100, Bethlehem, PA 18017
BD
CRD#: 16715
Bethlehem, PA
Past

April 22, 2019 - December 21, 2025

J.P. MORGAN SECURITIES LLC

RIA
CRD#: 79
WOODBURY, NY
Past

April 18, 2019 - December 21, 2025

J.P. MORGAN SECURITIES LLC

BD
CRD#: 79
WOODBURY, NY
Past

June 10, 2016 - March 18, 2019

TD AMERITRADE, INC.

RIA
CRD#: 7870
GREAT NECK, NY
Past

June 2, 2016 - March 18, 2019

TD AMERITRADE INVESTMENT MANAGEMENT, LLC

RIA
CRD#: 111514
Great Neck, NY
Past

April 5, 2016 - March 18, 2019

TD AMERITRADE, INC.

BD
CRD#: 7870
GREAT NECK, NY
Past

October 29, 2014 - January 5, 2016

J.P. MORGAN SECURITIES LLC

BD
CRD#: 79
FLUSHING, NY

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".
VN
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.
RR
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

RR
Pennsylvania
(1/20/2026)
IAR
Pennsylvania
(1/21/2026)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 5/27/2016
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 11/10/2014
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 4/5/2016
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 10/29/2014
Investment Company Products/Variable Contracts Representative Examination
SRO Registrations
RR
FINRA

Current Firm

VN
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)
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

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
12

SEC notice filing (16 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

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 Accounts5,984
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.

Company Information

VALLEY NATIONAL ADVISERS INC

CRD#: 110788Bethlehem, PA 18017

TRUST BUT VERIFY

Monitor Michele Maddaloni

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors

GH
Gregory HollandAdvisorCheck Check Mark
O'HAGAN GROUP, INC.
IAR
Bethlehem, PA
footer-logo
How We Help
Advisor Search
Find Advisors by State
Blog
Glossary
For Advisors
About Us
Help Center
Terms Of UsePrivacy PolicySubscription Policy
Help Center
AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.© 2026 AdvisorCheck, an AIMR Analytics company. All rights reserved.