VALICENTI ADVISORY SERVICES INC
SEC RegisteredAsset Management as Individual as you
About the firm
Founded in 1984, Valicenti is a fee-based Registered Investment Advisor located in the Southern Tier region of Elmira and Corning, New York. The mission of Valicenti Advisory Services, Inc. is to provide specialized investment, tax and business services for our clients to help them meet their personal financial goals.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Advisory services encompassing portfolio management, planning and consulting, estate planning, and 401(k) administration/asset management services; tax and business services encompassing taxation, accounting services and business consulting; and insurance services through Valicenti Insurance Services, Inc.
Who they serve
Individuals, families, retirees, and business owners.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 362 | $287M |
| High Net Worth Individuals | 518 | $410M |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 0 | $0 |
| Charitable Organizations | 0 | $0 |
| State/Municipal Entities | 104 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
1 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
4 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| First $750,000 | 1.00% |
| Next $750,000 | 0.75% |
| Remaining Balance | 0.50% |
Data as of March 12, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
Find an advisor that fits
Search AdvisorFinder's marketplace to compare financial advisors by specialty, location, fees, and more.
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. VALICENTI ADVISORY SERVICES INC 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 the SEC or FINRA websites before making any decision.