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Amanda Spiteri

Investment Adviser Representative at Valley Wealth Managers, Inc.

New York, NYCRD #7129531Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
6 yrs
Exams Passed
4

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Amanda Spiteri is an investment adviser representative with Valley Wealth Managers, Inc. in New York, NY, where they have been registered since 2024. They have worked in the securities industry since 2020 and were previously registered with Northwestern Mutual Investment Services, LLC. They have passed 4 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent), Series 7 (general securities representative), and Series 63 (state securities agent). They are registered to provide investment advice in New York.

Office

350 Madison Ave, 4th Floor
New York, NY 10017

Advisors at this office: 6

Branch office as filed with FINRA, counting current advisors in the directory who work there.

Registrations & licenses

Registration type
Dual-registered
As of August 14, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
New York
Broker:
17 states and territories

Alabama, Arizona, California, Florida, Georgia, Illinois, Indiana, Maryland, Michigan, Nebraska, New Jersey, New York, Ohio, South Carolina, Utah, Virginia, Wisconsin

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 66
Uniform Combined State Law Examination
Passed 10/19/2024
Series 63
Uniform Securities Agent State Law Examination
Passed 7/26/2021
Series 7
General Securities Representative Examination
Passed 11/23/2020
SIE
Securities Industry Essentials Examination
Passed 2/8/2020

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

Valley Wealth Managers, Inc.Current
10/28/2024 – New York, NY
Northwestern Mutual Investment Services, LLC
11/23/2020 – 2/28/2023New York, NY

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. Student
    Aug 2009 – May 2019Scranton, PA
  2. Aaron Bell
    May 2019 – Dec 2019New York, NY
  3. Louis S Cannataro
    May 2019 – Dec 2019New York, NY
  4. Northwestern Mutual Investment Services LLC
    Jan 2020 – Feb 2023New York, NY
  5. Aaron Bell
    Dec 2019 – Feb 2023New York, NY
  6. Louis Cannataro
    Dec 2019 – Feb 2023New York, NY
  7. Valley Financial Management, Inc.
    Feb 2023 – no end date reportedNew York, NY
  8. Valley National Bank
    Feb 2023 – no end date reportedNew York, NY
  9. Valley Wealth Managers, Inc.
    Oct 2024 – no end date reportedNew York, NY

Official records & sources

Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About Valley Wealth Managers, Inc.

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
Firm account minimum
$100,000 (waivable)
Estimated blended rate
0.0125
Firm's annual rate schedule by assets
  • First $500,0001.25%
  • Next $2.5 million1.00%
  • Next $2 million0.80%
  • Next $10 million0.65%

+3 more tiers on the firm profile

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

Wealth Management

Client types the firm serves

IndividualsHigh Net WorthPension/Profit SharingCharitable OrganizationsCorporations

Firm assets under management

$1B–$5B

Firm disclosures (Form ADV)
No disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
48
Offices listed on AdvisorFinder:
11
Main office:
Paramus, NJ
SEC file number:
801-25461

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of March 31, 2026

View full firm profile

Other advisors at Valley Wealth Managers, Inc.

Showing 12 of 48 in the directory

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Amanda Spiteri 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.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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Amanda Spiteri (Valley Wealth Managers) - Fees & Credentials