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VALICENTI ADVISORY SERVICES INC
CRD 110669File 801-19249
APPROVED
Retail clients
Custody
Filing as of Mar 12, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$820.0M
Above cohort median (national)
Discretionary AUM
$813.9M
Non-discretionary $6.1M
Clients
1,036
1,992 accounts
Employees
11
Above cohort median in NY
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- NYRO
- Registration date
- Jul 6, 1983
- Principal office
- 400 EAST WATER STREET, ELMIRA, NY, 14901-3411
- Phone
- 607-734-2665
- Website
- HTTP://VALICENTI.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $820.0M
- Discretionary AUM
- $813.9M
- Non-discretionary AUM
- $6.1M
- Discretionary accounts
- 1,982
- Non-discretionary accounts
- 10
- Total accounts
- 1,992
- AUM per client
- $792K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 52 | $41.0M |
| Charitable organizations | 104 | $82.0M |
| High net worth individuals | 518 | $410.0M |
| Individuals (other than high net worth individuals) | 362 | $287.0M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.