Darek Koleda

PINE VALLEY INVESTMENTS

Marlton, NJ 08053

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CRD#: 6623612

Professional summary

Darek Koleda, ChFC® is a registered financial advisor currently at PINE VALLEY INVESTMENTS located in Marlton, New Jersey.

Darek is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Darek has worked at 4 firms .

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.

Darek Koleda is the owner of Koleda Tax LLC d/b/a Fanty, Koleda & Associates tax and financial firm. This activity accounts for approximately 75% of his time. Darek Koleda is a licensed insurance agent.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Darek Koleda'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®

ChFC^®

Chartered Financial Consultant

Experience

Current

November 10, 2022 - Present

PINE VALLEY INVESTMENTS

Office #1: 10 E. Stow Rd. Suite 200, Marlton, NJ 08053

RIA

CRD#: 173995

Marlton, NJ

Past

October 21, 2021 - September 23, 2022

AVANTAX ADVISORY SERVICES

RIA

CRD#: 104556

Turnersville, NJ

Past

January 14, 2021 - September 30, 2021

KOLEDA WEALTH PLANNERS LLC

RIA

CRD#: 311993

TURNERSVILLE, NJ

Past

November 14, 2017 - December 3, 2020

LANE HIPPLE - WEALTH MANAGEMENT GROUP

RIA

CRD#: 165321

MOORESTOWN, 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".

PINE VALLEY INVESTMENTS

MORAD, HARRY E | PINE VALLEY INVESTMENTS LIMITED LIABILITY COMPANY | PINE VALLEY INVESTMENTS

CRD#: 173995 / SEC#: 801-80742

RIA

Registered Investment Advisory firm - (1/8/2015 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.

Highlighted states indicate IAR registrations

IAR

New Jersey
(11/10/2022)

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.

Exams

Current Firm

PINE VALLEY INVESTMENTS

MORAD, HARRY E | PINE VALLEY INVESTMENTS LIMITED LIABILITY COMPANY | PINE VALLEY INVESTMENTS

CRD#: 173995 / SEC#: 801-80742

RIA

Registered Investment Advisory firm - (1/8/2015 Approved)

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Contact information

Main Address

10 E. Stow Rd. Suite 200, Marlton, NJ 08053

Mailing Address

Phone number

(856) 334-8260

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (22 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A- PINE VALLEY INVESTMENTS (3/19/2025)

Regulatory assets under management

Total Number of Accounts	5,152
AUM (Assets Under Management)	$ 2,183,420,313

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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Darek Koleda

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Darek Koleda's CRS (Customer Relationship Summary).

Certified licenses

Experience

PINE VALLEY INVESTMENTS

AVANTAX ADVISORY SERVICES

KOLEDA WEALTH PLANNERS LLC

LANE HIPPLE - WEALTH MANAGEMENT GROUP

Primary Firm SEC Registration

PINE VALLEY INVESTMENTS

State Registrations and Notice Filings

Exams

Current Firm

PINE VALLEY INVESTMENTS

Contact information

SEC notice filing (22 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

PINE VALLEY INVESTMENTS

TRUST BUT VERIFY

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