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David Anthony Morgante

Variant Private Wealth LLC

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About David Anthony Morgante

David Anthony Morgante is a financial advisor with Variant Private Wealth LLC, registered in Virginia and Texas. David Anthony Morgante has over 17 years of experience in the financial services industry. Previously, David Anthony Morgante was employed at Ameriprise Financial Services, Inc. in Vienna, Virginia. David Anthony Morgante is a Certified Financial Planner and holds the Series 66, SIE and Series 7 licenses.

Firm Information

David Morgante is currently registered with Variant Private Wealth LLC. Variant Private Wealth LLC is a registered investment adviser based in Tysons, Virginia. The firm provides financial planning and portfolio management services to high-net-worth individuals and individuals other than high-net-worth individuals. The firm has 3 investment adviser representatives and manages approximately $217 million in regulatory assets under management.
Variant Private Wealth LLC

8350 BROAD ST.

TYSONS, VA 22102

$217.10M

Assets Under Management

1

Total Clients

3

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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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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percentage of assets

A percentage of the total value of assets under management is charged.

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David Morgante’s Registration & Firm History

VA

06/21/2017 - Present

Variant Private Wealth LLC (TYSONS VA)

VA

10/06/2004 - 06/12/2017

AMERIPRISE FINANCIAL SERVICES, INC. (Vienna VA)

MN

10/06/2004 - 07/03/2006

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

MA

11/01/2001 - 12/20/2002

MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)

NY

04/25/2001 - 05/22/2001

PITTSFORD CAPITAL MARKETS, INC (PITTSFORD NY)

MN

09/26/2000 - 04/24/2001

AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)

MN

09/26/2000 - 04/24/2001

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

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Licenses & Designations

BOTH

Issued 12/04/2004

Series 66 - Uniform Combined State Law Examination

BC

Issued 06/12/2017

SIE - Securities Industry Essentials Examination

BC

Issued 09/25/2000

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for David Anthony Morgante.
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