Valerie Scimia is a CFP-designated registered investment advisor at Wells Fargo Advisors, based in Purchase, NY, with 34 years of industry experience. Valerie is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Divorce Planning, Education Planning, Financial Planning & Coaching, and 2 more. Their firm serves 1,324,168 clients with $670B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
2500 Westchester Ave Stes 201 & 203, Purchase, NY, 10577
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Valerie is involved with her apartment building's tenant corporation as an interview committee member, board member, and vice-president, and the Garret Park Neighborhood Association. She also serves as the executor for her mother's estate, dedicating minimal time to each of these activities.
Employment History
Current Registrations
Wells Fargo Advisors
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
Previous Registrations
Prudential Securities IncorporatedBroker
Pruco Securities CorporationBroker
State Registrations14 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
More Advisors
- Marshall RankowitzWells Fargo Advisors
- Angelo TramontelliWells Fargo Advisors
- George Lesnik, CFPWells Fargo Advisors
- Thomas DexterWells Fargo Advisors
- James Rankowitz, CFPWells Fargo Advisors
- Heather BrowerWells Fargo Advisors