Private Advisor Group
47yrs
Top advisor by experience at Private Advisor Group
17yrs
Based in Morristown, New Jersey, David Marks is a fiduciary financial advisor with 17 years of industry experience. David joined Valley Financial Management in 2026, after five years at Osaic Institutions and three years at Citigroup Global Markets. Valley Financial Management offers investment management and is paid through a percentage of assets.
One of 1155 advisors with offices in Morristown, and one of 1029 fiduciaries.
At a glance
Experience17 years (since 2009)
How that compares ?More experience than 58% of advisors at Valley Financial Management
Office70 Speedwell Avenue, Morristown, NJ 07960
How the firm is paid ?Percent of assets
Typical client at the firm ?$3,817
Advisors at the firm24
States licensed ?1 state
Services through Valley Financial Management
Investment management for individuals and small businesses
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- Jun 2026 – nowValley Financial Management, Inc.Current firm
- 2024 – nowValley Wealth Managers, Inc.Current
- 2019 – 2024Osaic Institutions, Inc.Previously
- 2016 – 2019Citigroup Global Markets Inc.Previously
Questions to ask David
Tailored to David’s registration and firm.
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About David
How do I contact David?
Call Valley Financial Management at (212) 407-4362 and ask for David Marks. David works from the Morristown, NJ office.
How long has David been a financial advisor?
David has been in the industry since 2009, about 17 years. More experience than 58% of advisors at Valley Financial Management.
What licenses does David hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is David a fiduciary?
David is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is David paid?
Valley Financial Management reports being paid by a percentage of the assets they manage. Ask David for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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