Agnieszka Valenta
Investment Adviser Representative at Sound Income Strategies, LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Agnieszka Valenta is an investment adviser representative with Sound Income Strategies, LLC in Longmeadow, MA, where they have been registered since 2022. They have worked in the securities industry since 2019 and were previously registered with Morgan Stanley. They have passed 3 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent) and Series 7 (general securities representative). They are registered to provide investment advice in Connecticut and Massachusetts.
Office
Advisors at this office: 2
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Connecticut, Massachusetts
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Morgan Stanley Smith Barney LLCJul 2019 – Mar 2022Madison, CT
- H&R BlockNov 2014 – May 2019Palmer, MA
- Morgan Stanley Private Bank, N.A.Oct 2019 – Mar 2022New York, NY
- Scranton Financial GroupMar 2022 – no end date reportedWestbrook, CT
- Sound Income Strategies LLCApr 2022 – no end date reportedFort Lauderdale, FL
- Scranton Financial GroupMar 2022 – no end date reportedWestbrook, CT
Official records & sources
Data as of June 21, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Sound Income Strategies, LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
- Firm account minimum
- $25,000 (waivable)
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Investment advising focused on income-oriented strategies, conservative investment options, retirement planning, and client education through community workshops on conservative investment alternatives.
Client types the firm serves
Firm assets under management
$1B–$5B
- Firm disclosures (Form ADV)
- Disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 131
- Offices listed on AdvisorFinder:
- 63
- Main office:
- Fort Lauderdale, FL
- SEC file number:
- 801-80425
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of January 23, 2026
View full firm profileOther advisors at Sound Income Strategies, LLC
Showing 12 of 131 in the directory
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Agnieszka Valenta has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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