Philip Valeriano
Philip Valeriano is a registered investment advisor at National Wealth Management Group, LLC, based in Baldwinsville, NY, with 29 years of industry experience. Philip operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Corporate Executives, Divorce Planning, and 9 more. Their firm serves 1,314 clients with $530M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.25% |
Maximum annual advisory fee is 2.25%. Fees are negotiable based on account size, complexity, and overall relationship.
Fee Estimator
Location
Baldwinsville, NY
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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
Philip is a landlord for a rental property via Air BNB and has 50% ownership in Viking Smart Slot. He also has 50% ownership in National Wealth Management, Valeriano & Son LLC, a fee-only RIA, dedicating nearly full-time hours to it.
Employment History
Current Registrations
National Wealth Management Group, LLC
Previous Registrations
Wells Fargo Advisors
Wells Fargo Clearing Services, LLCBroker
Citigroup Global Markets INC.Broker
State Registrations2 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
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