Vincent Valeriano
Investment Adviser Representative at National Wealth Management Group, LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Vincent Valeriano is an investment adviser representative with National Wealth Management Group, LLC in Las Vegas, NV, where they have been registered since 2025. They have worked in the securities industry since 2022 and were previously registered with Wells Fargo Advisors. 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 Nevada and New York.
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:
- Nevada, New York
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.
- Wells Fargo Clearing Services, LLCOct 2022 – Aug 2025Syracuse, NY
- Liberty UniversitySep 2015 – Nov 2017Lynchburg, VA
- Liberty UniverstyAug 2017 – Aug 2019Lynchburg, VA
- Liberty UniversityJan 2018 – May 2018Lynchburg, VA
- Samaritan's PurseMay 2018 – Aug 2018Boone, NC
- Samaritan's PurseSep 2017 – no end date reportedBoone, NC
- Liberty UniversityAug 2018 – May 2019Lynchburg, VA
- Virginia Department of Health / Premier Staffing SourceJun 2019 – Aug 2019Richmond, VA
- Virginia Department of Health / Premier Staffing SourceAug 2019 – Feb 2020Richmond, VA
- Virginia Department of Health / 22nd Century Technolgies, Inc.Mar 2020 – Sep 2022Richmond, VA
- National Wealth Management Group, LLCAug 2025 – no end date reportedLas Vegas, NV
Official records & sources
Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About National Wealth Management Group, 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
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
Personalized financial strategies tailored to clients' goals, including retirement asset strategies, investment guidance balancing growth with principal preservation, estate management, and life insurance needs assessment.
Client types the firm serves
Firm assets under management
$500M–$1B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 18
- Offices listed on AdvisorFinder:
- 7
- Main office:
- Cincinnati, OH
- SEC file number:
- 801-80983
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of September 9, 2026
View full firm profileOther advisors at National Wealth Management Group, LLC
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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. Vincent Valeriano 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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