Mario V. Valente
Professional summary
Mario Vincent Valente, who also goes by Mario V Valente, is a registered financial advisor currently at STANSBERRY ASSET MANAGEMENT, LLC located in Belvedere, California.
Mario is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. Mario has worked at 3 firms and has passed the Series 63, Series 55 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Mario Vincent Valente's CRS (Customer Relationship Summary).
Certified licenses
Experience
November 29, 2022 - Present
STANSBERRY ASSET MANAGEMENT, LLC
October 17, 2025 - Present
June 2, 2005 - April 10, 2006
PIPER SANDLER & CO.
Primary Firm SEC Registration
STANSBERRY ASSET MANAGEMENT, LLC
CRD#: 282103 / SEC#: 801-107061
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(1/2/2025)
(10/17/2025)
(10/17/2025)
(10/17/2025)
(1/2/2025)
Exams
Series 55
Date: 7/12/2005
Limited Representative-Equity Trader ExamCurrent Firm
STANSBERRY ASSET MANAGEMENT, LLC
CRD#: 282103 / SEC#: 801-107061
Contact information
SEC notice filing (48 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 3,164 |
| AUM (Assets Under Management) | $ 1,049,018,025 |
Red Flags
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