Caleb J. Procaccini
Professional summary
Caleb Joshua Procaccini, who also goes by Caleb J Procaccini, is a registered financial advisor currently at VALMARK ADVISERS, INC. located in Plainville, Massachusetts and VALMARK SECURITIES, INC. located in Plainville, Massachusetts.
Caleb is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2026. Caleb has worked at 2 firms and has passed the Series 66, Series 7TO and SIE exams.
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Caleb Joshua Procaccini's CRS (Customer Relationship Summary).
Certified licenses
Experience
July 15, 2026 - Present
VALMARK ADVISERS, INC.
Office #1: 72 Taunton Street, Plainville, MA 02762May 22, 2026 - Present
VALMARK SECURITIES, INC.
Office #1: 72 Taunton Street, Plainville, MA 02762Primary Firm SEC Registration
VALMARK ADVISERS, INC.
CRD#: 108050 / SEC#: 801-55564
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(6/29/2026)
(7/15/2026)
Exams
Series 7TO
Date: 5/22/2026
General Securities Representative ExaminationFINRA
Current Firm
VALMARK ADVISERS, INC.
CRD#: 108050 / SEC#: 801-55564
Contact information
SEC notice filing (52 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 20,881 |
| AUM (Assets Under Management) | $ 10,166,311,019 |
Red Flags
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Company Information
VALMARK ADVISERS, INC.
CRD#: 108050Plainville, MA 02762TRUST BUT VERIFY
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