Danny
Valentino

Proshare Advisors LLC

CRD#3250135
Investment Advisor
in Bethesda, MD

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About this Advisor

Danny Valentino is a financial advisor who works out of Bethesda, Maryland with 8 years of industry experience. Valentino is on the advisory team at Proshare Advisors LLC. Over the course of their career, they have held roles at Ubs Financial Services Inc, J.P. Morgan Securities LLC, Profunds Distributors and Jpmorgan Chase Bank Na. Valentino maintains Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is approved to advise clients in Maryland. Proshare Advisors LLC is a business operating out of Bethesda, MD. It manages $53 billion in assets among its 121 accounts, placing it among the biggest investment advisory firms in the country by assets under management. The advisory firm has a few services, including portfolio management for investment companies and other services. Fees charged by financial advisors vary depending on which service is provided. However, fees charged by Proshare Advisors LLC typically consist of asset-based fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

8 years

Services Offered

Portfolio management for investment companies, Other

Fee Structure

Percentage of Assets

Office Location

7272 Wisconsin Avenue 21St Floor
Bethesda, MD 20814

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Proshare Advisors LLC Brokerage Details

Total Assets Under Management

$53,251,436,325

MD Average: $6,889,882,315
Total Number of Employees

98

MD Average: 45
Total Number of Accounts

121

MD Average: 765
Average Account Size

$440,094,515

MD Average: $9,006,382

Investment Advisory Services

  • Portfolio management for investment companies
  • Other

Danny Valentino Work History

Danny has been registered as a financial advisor for 8 years.*

2015 - Present (9 years)

Profunds Distributors

2013 - 2014 (1 year)

J.P. Morgan Securities LLC

2013 - 2014 (1 year)

Jpmorgan Chase Bank Na

2000 - 2013 (13 years)

Ubs Financial Services Inc

*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 Danny Valentino 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 Proshare Advisors LLC

John Speicher
Bethesda, MD
Edward Stauderman
Bethesda, MD
Timothy Salzman
Bethesda, MD
Jeremy Herskowitz
New York, NY
Troy Goldstein
Bethesda, MD
Maxwell Aaron
New York, NY
Michael Hurley
Bethesda, MD
William Breen
Bethesda, MD

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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