Caleb Joshua Procaccini
Investment Adviser Representative at Valmark Advisers, Inc.
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Caleb Joshua Procaccini is an investment adviser representative with Valmark Advisers, Inc. in Plainville, MA, where they have been registered since 2026, the year they entered the securities industry. 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 Massachusetts.
Office
Advisors at this office: 6
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Massachusetts
- Broker:
1 state or territory
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.
- Nemasket Riverhawks Youth LacrosseMar 2019 – Jun 2022Middleboro, MA
- Town and Country LandscapingApr 2020 – Jun 2023Middleboro, MA
- Freetown Lakeville Regional School DistrictSep 2009 – Jun 2022Lakeville, MA
- Colgate UniversityAug 2022 – Dec 2025Hamilton, NY
- Delta Upsilon Fraternity of Colgate UniversityAug 2025 – Dec 2025Hamilton, NY
- Leigh Baldwin and Company, LLCJun 2025 – Jul 2025Cazenovia, NY
- Bentley UniversityJan 2026 – no end date reportedWaltham, MA
- Trove Private WealthDec 2023 – Jan 2025Plainville, MA
- Trove Private WealthMar 2026 – no end date reportedPlainville, MA
- Valmark SecuritiesJun 2026 – no end date reportedAkron, OH
- Valmark AdvisersJun 2026 – no end date reportedAkron, OH
Official records & sources
Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Valmark Advisers, 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
- Fixed fee
- Firm account minimum
- $50,000 (waivable)
- Less than $1,000,0001.95%
- $1,000,001 to $2,000,0001.75%
- $2,000,001 and above1.50%
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
Client types the firm serves
Firm assets under management
$5B–$25B
- Firm disclosures (Form ADV)
- Disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 291
- Offices listed on AdvisorFinder:
- 26
- Main office:
- Akron, OH
- SEC file number:
- 801-55564
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of June 1, 2026
View full firm profileOther advisors at Valmark Advisers, Inc.
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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. Caleb Joshua Procaccini 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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