Dakota
Dakota
Book a Demo
Talk to an Expert

Valicenti Advisory Services Inc

EST. AUM
$819,997,583

CONTACTS
3

CLIENT ACCOUNTS
1,992

Firm Details

Metro area Syracuse
CRD Number 110669
Website valicenti.com
Client types

Overview

At Valicenti, they have been building long-term relationships for over 35 years. When requested to do so, they can work with clients to build a financial plan that is uniquely tailored to their personal needs and goals.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

Products & Services

Resources

Podcasts

Events

Company

© Dakota 2026 | Terms of Use | Privacy Policy