This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 07-06-1983
- Office Locations
- 1
Office Locations
About Valicenti Advisory Services INC
Valicenti Advisory Services is a fee-based RIA founded in 1984 serving the Southern Tier of New York (Elmira/Corning). The firm advises individuals, families, retirees, and business owners with portfolio management plus comprehensive planning and consulting, including estate planning and 401(k) administration. It also offers in-house tax, accounting, and business consulting and access to insurance services, with client portfolios incorporating fixed income and ETFs (Schwab custodian).
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Vehicles
Services
Owner & Executives
JEFFREY SCOTT NAYLOR
Chief Compliance Officer, Vice President
- CRD
- #2788601
- Ownership
- 50% but less than 75%
JOSEPH MICHAEL VALICENTI
President
- CRD
- #2788600
- Ownership
- 50% but less than 75%
Showing 2 of 2 owners & executives
Unlock allContacts
Andrew S Cartwright
Director of Client Services
- CRD
- #8142983
LOUIS Felicetta Ruize
Director
- CRD
- #4523208
Showing 2 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $813,907,510 | $410,650 |
| Non-Discretionary | $6,090,073 | $609,007 |
| Total | $819,997,583 | $411,645 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - OTC | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
Continue browsing