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VALICENTI ADVISORY SERVICES INC

ELMIRA, NY · CRD 110669 · IAPD ↗ · valicenti.com · 607-734-2665

$820.0MRegulatory AUM
7Advisory reps
11Employees
1Clients
26-50Planning clients
0Private funds
15States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
April 2026 — VALICENTI ADVISORY SERVICES INC notice-filed in NJ.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
45
December 2025 — VALICENTI ADVISORY SERVICES INC notice-filed in MI.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
64
April 2024 — VALICENTI ADVISORY SERVICES INC reported RAUM up 31% ($502.3M -> $660.4M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.