TB
Thomas A. Blachek
VALOR INVESTMENTS AND PLANNING LLC
Easton, PA 18042
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CRD#: 7149175
TB
Professional summary
Thomas Ashely Blachek, who also goes by Thomas A Blachek, Thomas Blachek, is a registered financial advisor currently at VALOR INVESTMENTS AND PLANNING LLC located in Easton, Pennsylvania and THE LEADERS GROUP, INC. located in Summit, New Jersey.
Thomas is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2019. Thomas has worked at 6 firms and has passed the Series 66, Series 82TO, Series 99TO, Series 6TO, Series 7TO, SIE and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Thomas A Blachek | Thomas Blachek
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.
1.) VALOR BENEFIT SOLUTIONS - 11/1/2023 - 109 4th Street, Easton, PA 18042 - Benefits coordinator, Benefit sales, Invt Rel, Insurance business, 40 hrs/mo; 40 hrs/mo (during trading hours). 2.) VALOR INVESTMENTS & PLANNING LLC - 9/1/2022 - 109 4th Street, Easton, PA 18042 - VP/Investment Advisor/COO, Investment Advisor Representative, Invt Rel, RIA business, 40 hrs/mo; 40 hrs/mo (during trading hours). 3.) VALOR LIFE & ANNUITY LLC - 9/1/2022 - 109 4th Street, Easton, PA 18042 - Principal/Solicitor, Sales, Invt Rel, Insurance business, 40 hrs/mo; 40 hrs/mo (during trading hours). 4.) MILLEN, BLACHEK, AND ASSOCIATES LLC - 6/1/2022 - 109 4th Street, Easton, PA 18042 - Managing Member of a holding company; 0 hours/mo. 5.) QUANTUM ADVISORS (FORMERLY THE BENEFITS GROUP) - 1/1/2019 - 109 4th Street, Easton, PA 18042 - Solicitor/Producer, Solicit insurance products, Invt Rel, Insurance business, 40 hrs/mo; 40 hrs/mo (during trading hours). 6.) SABAOTH INVESTMENTS, LLC - 3/2024 - 50 Butternut Road, Hellertown, PA 18055 - Partial Owner, Passive ownership stake, Invt Rel. business, 0 hrs/mo; 0 hrs/mo (during trading hours). 7.) VALOR CAPITAL MANAGEMENT LLC - 4/1/2025 - Chief Investment Officer, I'll be building models and discussing with IARs the strategies they want deployed with clients they decide to have managed by Valor Capital Management, and then executing on those strategies, Invt Rel., 20 hrs/mo; 20 hrs/mo (during trading hours).
CRS (Client Relationship Summary) - RIA
Click below to view Thomas Ashely Blachek's 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®
NoneExperience
Current
October 25, 2022 - Present
VALOR INVESTMENTS AND PLANNING LLC
Office #1: 109 N. 4th Street Suite 1, Easton, PA 18042RIA
CRD#: 323129
Easton, PA
Current
December 1, 2023 - Present
THE LEADERS GROUP, INC.
Office #1: 475 Springfield Ave, Summit, NJ 07901BD
CRD#: 37157
SUMMIT, NJ
Past
April 19, 2024 - May 22, 2025
ALBEMARLE CAPITAL MANAGEMENT
RIA
CRD#: 149912
Easton, PA
Past
December 16, 2022 - November 30, 2023
PURSHE KAPLAN STERLING INVESTMENTS
BD
CRD#: 35747
ALBANY, NY
Past
August 28, 2019 - October 27, 2022
OSAIC WEALTH, INC.
RIA
CRD#: 23131
EASTON, PA
Past
August 28, 2019 - October 27, 2022
OSAIC WEALTH, INC.
BD
CRD#: 23131
EASTON, PA
Past
August 9, 2019 - August 30, 2019
MML INVESTORS SERVICES, LLC
BD
CRD#: 10409
CHAMBERSBURG, PA
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
IAR
Florida(3/25/2024)
RR
Maryland(12/1/2023)
IAR
New Jersey(4/10/2023)
RR
New Jersey(12/1/2023)
IAR
Pennsylvania(10/25/2022)
RR
Pennsylvania(12/1/2023)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 82TO
Date: 3/30/2023
Limited Representative-Private Securities OfferingsGeneral Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional ExaminationGeneral Industry/Product Exam
RR
Series 6TO
Date: 1/2/2023
Investment Company Products/Variable Contracts Representative ExaminationGeneral Industry/Product Exam
RR
Series 7TO
Date: 8/9/2019
General Securities Representative ExaminationGeneral Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
VI
VALOR INVESTMENTS AND PLANNING LLC
VALOR INVESTMENTS AND PLANNING LLC
CRD#: 323129 / SEC#: 801-126665
RIA
Registered Investment Advisory firm - (3/30/2023 Terminated)Florida
Registered Investment Advisory firm - (3/25/2024 Approved)New Jersey
Registered Investment Advisory firm - (4/10/2023 Approved)Pennsylvania
Registered Investment Advisory firm - (2/6/2023 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
109 N. 4th Street Suite 1, Easton, PA 18042
Mailing Address
Phone number
(484) 546-2522
Established
Firm type
Fiscal year end
# of Employees
10
Regulatory assets under management
| Total Number of Accounts | 501 |
| AUM (Assets Under Management) | $ 80,708,986 |
Red Flags
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Company Information
VALOR INVESTMENTS AND PLANNING LLC
CRD#: 323129Easton, PA 18042TRUST BUT VERIFY
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