Valicenti Advisory Services INC
Elmira, NY·SEC-registered · CRD #110669
Valicenti Advisory Services INC is an SEC-registered investment advisory firm in Elmira, NY managing $820M across 2.0k client accounts, with 7 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$820M
Client accounts
2.0k
Advisory staff
7
Fee model
Fee-only
How Valicenti Advisory Services INC is paid
Compensation arrangements disclosed on Form ADV. A fee-only firm earns fees only from clients — no product commissions.
BEFORE YOU CALL VALICENTI ADVISORY SERVICES INC
See how Valicenti compares to your best-matched advisor
Answer a few questions and we'll match you with vetted fiduciary advisors screened for your goals, assets, and fees — then you can compare them side by side with Valicenti Advisory Services INC. Free, about 2 minutes, no obligation.
Client reviews
No reviews yet
Worked with Valicenti Advisory Services INC? Be the first to share your experience — every review is verified by a human before publishing.
Reviews are written by site users and human-moderated for authenticity; they are never provided or paid for by the firm. Star ratings reflect only published user reviews on AdvisoryReviews.
Common questions about Valicenti Advisory Services INC
How much does Valicenti Advisory Services INC manage?
Per its most recent SEC Form ADV filing (03/12/2026), Valicenti Advisory Services INC reports $820M in regulatory assets under management across roughly 2.0k client accounts.
How does Valicenti Advisory Services INC charge?
Valicenti Advisory Services INC is a fee-only firm. Its disclosed compensation arrangements are: % of assets, Hourly. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Valicenti Advisory Services INC a fiduciary?
Yes. Valicenti Advisory Services INC is registered with the U.S. Securities and Exchange Commission (CRD #110669), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Valicenti Advisory Services INC taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Valicenti Advisory Services INC and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
Other advisory firms in Elmira, NY
Profile compiled from Valicenti Advisory Services INC's public SEC Form ADV filing (CRD #110669, filed 03/12/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Valicenti Advisory Services INC. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Valicenti Advisory Services INC? Claim this profile.