# MARC HADLEY PERSHAN

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..

## Registration history (7)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [VALLEY FINANCIAL MANAGEMENT, INC.](https://search.stillhousedata.com/firm/105387) | 2026-05-22 | present | Yes |
| [VALLEY WEALTH MANAGERS, INC.](https://search.stillhousedata.com/firm/108879) | 2023-07-17 | present | Yes |
| [KINGSBURY CAPITAL INVESTMENT ADVISORS LLC](https://search.stillhousedata.com/firm/145658) | 2008-03-20 | 2008-09-03 | — |
| [USF ADVISORS, LLC](https://search.stillhousedata.com/firm/130569) | 2005-06-03 | 2007-07-09 | — |
| [ONTARIO STREET INVESTMENTS LLC](https://search.stillhousedata.com/firm/123289) | 2001-06-27 | 2005-07-15 | — |
| [STERLING PORTFOLIO ALLOCATION SERVICE INC](https://search.stillhousedata.com/firm/110796) | 1999-03-19 | 2003-12-31 | — |
| [WATERSTONE FINANCIAL GROUP, INC.](https://search.stillhousedata.com/firm/10078) | 1999-01-29 | 2005-06-06 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/1978954)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/1978954.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.