AUMdb
DH

Daniel Howard Bernzweig

CRD 4310501 Chartered Financial Analyst

Firms

FirmRoleAs of
Valley Financial Management, Inc. Registered representative 07/20/2026
Valley Wealth Managers, Inc. Registered representative 07/20/2026

Roster data from IAPD; titles from the firms' websites where enriched.

Source

Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗