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Mario Vincent Valente

Stansberry Asset Management, LLC

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About Mario Vincent Valente

Mario Valente is a financial advisor registered with Stansberry Asset Management, LLC. Mario Valente has been in the industry for over 20 years and specializes in providing financial advice to individuals and families. Mario Valente's areas of expertise include financial planning, portfolio management, and retirement planning. Mario Valente is committed to helping clients achieve their financial goals.

Firm Information

Mario Valente is currently registered with Stansberry Asset Management, LLC. Stansberry Asset Management, LLC is a registered investment advisor with approximately $875.53 million in regulatory assets under management. Located in Westlake, TX, the firm provides financial planning and portfolio management for individuals, high-net-worth individuals, corporations or other businesses, charitable organizations, and pension and profit-sharing plans. The firm has 20 investment advisor representatives and six investment advisory functions.
Stansberry Asset Management, LLC

1600 SOLANA BOULEVARD

WESTLAKE, TX 76262

$875.53M

Assets Under Management

Not reported

Total Clients

20

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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selection of other advisors

Helps you choose top advisors aligned with your financial 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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percentage of assets

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

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Mario Valente’s Registration & Firm History

CA

01/02/2025 - Present

Stansberry Asset Management, LLC (Belvedere CA)

CA

06/02/2005 - 04/10/2006

PIPER JAFFRAY & CO. (SAN FRANCISCO CA)

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Licenses & Designations

BC

Issued 06/16/2005

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/12/2005

Series 55 - Limited Representative-Equity Trader Exam

BC

Issued 06/01/2005

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Mario Vincent Valente.
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