Danny P. Valentino

PROSHARE ADVISORS LLC

Ho Ho Kus, NJ

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CRD#: 3250135

Professional summary

Danny Patrick Valentino is a registered financial advisor currently at PROSHARE ADVISORS LLC located in Ho Ho Kus, New Jersey and PROFUNDS DISTRIBUTORS, INC. located in West Chester, Pennsylvania.

Danny is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1999. Danny has worked at 5 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Danny Patrick Valentino's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

January 10, 2024 - Present

PROSHARE ADVISORS LLC

RIA

CRD#: 134155

Ho Ho Kus, NJ

Current

April 16, 2015 - Present

PROFUNDS DISTRIBUTORS, INC.

CRD#: 19541

WEST CHESTER, PA

Past

June 4, 2015 - December 31, 2023

PROSHARE ADVISORS LLC

RIA

CRD#: 134155

BETHESDA, MD

Past

May 7, 2013 - November 19, 2014

J.P. MORGAN SECURITIES LLC

RIA

CRD#: 79

NEW YORK, NY

Past

May 7, 2013 - November 19, 2014

J.P. MORGAN SECURITIES LLC

CRD#: 79

NEW YORK, NY

Past

June 3, 2002 - April 23, 2013

UBS FINANCIAL SERVICES INC.

RIA

CRD#: 8174

WEEHAWKEN, NJ

Past

February 18, 2000 - April 23, 2013

UBS FINANCIAL SERVICES INC.

CRD#: 8174

WEEHAWKEN, NJ

Past

October 1, 1999 - February 23, 2000

PRUDENTIAL EQUITY GROUP, LLC

CRD#: 7471

NEW YORK, NY

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

PROSHARE ADVISORS LLC

PROSHARE ADVISORS LLC | XTRASHARE ADVISORS LLC

CRD#: 134155 / SEC#: 801-64181

RIA

Registered Investment Advisory firm - (4/14/2005 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

IAR

Maryland
(1/10/2024)

Minnesota
(9/6/2022)

New Jersey
(11/18/2016)

Pennsylvania
(4/27/2018)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 65

Date: 12/7/1999

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 11/8/1999

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 9/29/1999

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 9/7/2010

General Securities Principal Examination

SRO Registrations

FINRA

Current Firm

PROSHARE ADVISORS LLC

PROSHARE ADVISORS LLC | XTRASHARE ADVISORS LLC

CRD#: 134155 / SEC#: 801-64181

RIA

Registered Investment Advisory firm - (4/14/2005 Approved)

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Contact information

Main Address

7272 Wisconsin Avenue 21st Floor, Bethesda, MD 20814

Mailing Address

Phone number

(240) 497-6400

Established

Firm type

Fiscal year end

# of Employees

104

SEC notice filing (1 States and Territories)

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	131
AUM (Assets Under Management)	$ 74,000,000,000

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Firm Stability Insights

Danny P. Valentino

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Danny Patrick Valentino's CRS (Customer Relationship Summary).

Certified licenses

Experience

PROFUNDS DISTRIBUTORS, INC.

PROSHARE ADVISORS LLC

J.P. MORGAN SECURITIES LLC

J.P. MORGAN SECURITIES LLC

UBS FINANCIAL SERVICES INC.

UBS FINANCIAL SERVICES INC.

PRUDENTIAL EQUITY GROUP, LLC

Primary Firm SEC Registration

PROSHARE ADVISORS LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 12/7/1999

Series 63

Date: 11/8/1999

SIE

Date: 10/1/2018

Series 7

Date: 9/29/1999

Series 24

Date: 9/7/2010

FINRA

Current Firm

PROSHARE ADVISORS LLC

Contact information

SEC notice filing (1 States and Territories)

Documents

Regulatory assets under management

Red Flags

Company Information

PROSHARE ADVISORS LLC

TRUST BUT VERIFY

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