Mario
Valente
Stansberry Asset Management, LLC
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About this Advisor
Mario Valente is a chartered financial analyst working out of San Mateo, California who has 1 year of industry experience. Valente is an employee of Stansberry Asset Management, LLC. Over the course of their career, Valente has held roles at Pdl Biopharma, Zazove Associates LLC and Stansberry Asset Management LLC. Valente holds a Series 63 license, qualifying them as a securities broker, and is registered to serve investors in New York. Stansberry Asset Management, LLC is a financial advisory firm operating out of New York, NY. The company has offices in two locations and a total of 35 people on staff. It controls $678 million in assets between its 820 accounts, making it one of the bigger firms in the United States by assets under management. Of its 820 customer accounts, 73% belong to high-net-worth individuals who have more than $1 million in assets. The firm offers a set of services, such as financial planning services and portfolio management for individuals and small businesses. Fees charged by financial advisors largely vary depending on which services the firm provides the client. However, fee types charged by Stansberry Asset Management, LLC typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Stansberry Asset Management, LLC Brokerage Details
$677,957,556
35
820
$826,778
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Mario Valente Work History
Mario has been registered as a financial advisor for 1 years.*
Stansberry Asset Management LLC
Pdl Biopharma
Zazove Associates LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Mario Valente to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Stansberry Asset Management, LLC
New York, NY
San Mateo, CA
San Mateo, CA
San Mateo, CA
San Mateo, CA
New York, NY
New York, NY
San Mateo, CA
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