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Daniel Francis Valenti

Loop Capital Markets LLC

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About Daniel Francis Valenti

Daniel Francis Valenti is a registered representative with Loop Capital Markets LLC, a brokerage firm headquartered in New York, NY. Daniel has been in the financial industry since June 20, 2004 and is currently registered with the firm as a branch manager. Previously, Daniel worked for BNP Paribas Securities Corp., BNP Paribas Prime Brokerage, Inc., X-Change Financial Access, LLC, AllianceBernstein Investments, Inc., and Newedge USA, LLC. Daniel holds Series 3, 7, 63, and 30 licenses.

Firm Information

Daniel Valenti is currently registered with Loop Capital Markets LLC. Loop Capital Markets LLC is a Limited Liability Company formed on June 1, 2004. The firm provides a range of advisory services, including transition management services, equity research services, and security ratings. It serves a variety of client types, including corporations, state or municipal government entities, other investment advisors, and pension plans. The firm is registered with the Securities and Exchange Commission and is licensed to conduct business in all 50 states.

Not reported

Assets Under Management

15

Total Clients

123

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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transition management services/equity research services

Transition management services/equity research services

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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commissions

Earned based on transactions or products sold.

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other

Negotiated fees for research services

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Daniel Valenti’s Registration & Firm History

NY

11/17/2023 - Present

Loop Capital Markets LLC (NEW YORK NY)

NY

05/04/2022 - 10/31/2023

LOOP CAPITAL MARKETS LLC (NEW YORK NY)

NY

03/09/2018 - 11/10/2021

BNP PARIBAS SECURITIES CORP. (NEW YORK NY)

NY

12/03/2014 - 07/19/2018

BNP PARIBAS PRIME BROKERAGE, INC. (NEW YORK NY)

IL

05/23/2012 - 03/27/2014

X-CHANGE FINANCIAL ACCESS, LLC (CHICAGO IL)

TN

05/13/2010 - 03/08/2011

ALLIANCEBERNSTEIN INVESTMENTS, INC. (NASHVILLE TN)

NY

01/14/2002 - 05/04/2010

NEWEDGE USA, LLC (NEW YORK NY)

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Licenses & Designations

BC

Issued 07/13/2002

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/25/2023

Series 30 - NFA Branch Manager Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/12/2002

Series 7 - General Securities Representative Examination

BC

Issued 11/25/1996

Series 3 - National Commodity Futures Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Daniel Francis Valenti.
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