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LR

Lilian Rosario

VALLEY NATIONAL ADVISERS
BETHLEHEM, PA 18017
CRD#: 7979280
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LR
Lilian RosarioVALLEY NATIONAL ADVISERS

Professional summary

Lilian Rosario is a registered financial advisor currently at VALLEY NATIONAL ADVISERS INC located in Bethlehem, Pennsylvania and VALLEY NATIONAL INVESTMENTS, INC. located in Bethlehem, Pennsylvania.

Lilian is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2026. Lilian has worked at 2 firms and has passed the Series 66, Series 7TO and SIE exams.

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Lilian Rosario'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

May 4, 2026 - Present

VALLEY NATIONAL ADVISERS INC

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

February 2, 2026 - Present

VALLEY NATIONAL INVESTMENTS, INC.

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

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
(5/4/2026)
IAR
Pennsylvania
(5/4/2026)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 5/2/2026
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 2/2/2026
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 10/20/2025
Securities Industry Essentials 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)
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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)

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

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