MARC HADLEY PERSHAN is an investment adviser representative (IAR) with state registration records since 1999, appearing at 7 firms. Currently registered with VALLEY WEALTH MANAGERS, INC., VALLEY FINANCIAL MANAGEMENT, INC..
| Firm | From | To | Current |
|---|---|---|---|
| VALLEY FINANCIAL MANAGEMENT, INC. | 2026-05-22 | present | Yes |
| VALLEY WEALTH MANAGERS, INC. | 2023-07-17 | present | Yes |
| KINGSBURY CAPITAL INVESTMENT ADVISORS LLC | 2008-03-20 | 2008-09-03 | — |
| USF ADVISORS, LLC | 2005-06-03 | 2007-07-09 | — |
| ONTARIO STREET INVESTMENTS LLC | 2001-06-27 | 2005-07-15 | — |
| STERLING PORTFOLIO ALLOCATION SERVICE INC | 1999-03-19 | 2003-12-31 | — |
| WATERSTONE FINANCIAL GROUP, INC. | 1999-01-29 | 2005-06-06 | — |