David
Morgante
Variant Private Wealth LLC
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About this Advisor
David Morgante is a financial advisor based in Mc Lean, Virginia, working with Variant Private Wealth LLC. David has previously held positions at Ameriprise Financial Services, Inc and Variant Private Wealth LLC. David has passed the Series 66 regulatory exam and is registered to provide services in Texas and Virginia. Currently, David is part of Variant Private Wealth LLC, which operates out of Mc Lean, Virginia. The firm has 1 office and 5 employees. The firm manages assets totaling $182.9 million and serves high-net-worth clients. The services offered by the firm include financial planning services and portfolio management for individuals and small businesses. The fee structure at Variant Private Wealth LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Variant Private Wealth LLC Brokerage Details
$182,852,683
5
819
$223,263
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
David Morgante Work History
Variant Private Wealth LLC
Ameriprise Financial Services, Inc
Disclosures
Please visit the SEC profile of David Morgante 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 Variant Private Wealth LLC
Mc Lean, VA
Mc Lean, VA
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