David A. Morgante

VARIANT PRIVATE WEALTH LLC

Tysons, VA 22102

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CRD#: 4254550

Professional summary

David Anthony Morgante, CFP® is a registered financial advisor currently at VARIANT PRIVATE WEALTH LLC located in Tysons, Virginia.

David is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. David has worked at 5 firms and has passed the Series 66, SIE and Series 7 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.

REAL ESTATE OWNERSHIP ; SINGLE FAMILY ; HILTON NY 14468; APRIL 2008/COMMERCIAL ; HILTON, NY 14468; JUNE 2012. BUSINESS OWNERSHIP; Variant Financial, LLC; CO-OWNER; FINANCIAL PLANNING; VIENNA, VA 22182; JUNE 2010; 20-39 HRS PER MONTH/DM GLOBAL LLC; OWNER; COMMERICAL REAL ESTATE HOLDING COMPANY; HILTON, NY 14468; investment related; JUNE 2012; 0 hours per month; 0 during trading hours/MORGANTE PROPERTIES LLC;OWNER;REAL ESTATE;HILTON, NY 14468;investment related; AUGUST 2014;1-9 hours per month; 0 during trading hours. Fiduciary Activities; Named or act in a fiduciary capacity; such as attorney-in-fact, trustee, conservator, guardian, executor or personal representative. Variant Insurance LLC; Investment Related; 8350 Broad St. Suite 220, Tysons, VA 22102; Insurance Agency; Owner; Start 02/2019; 1-2 hours per month; no hours during securities trading hours; Variant Tax Services, LLC; Not Investment Related;8350 Broad St. Suite 220, Tysons, VA 22102; income tax preparation agency; Owner; Start 01/2021; 12 hours per month; 6 hours during securities trading hours; provide income tax preparation services.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view David Anthony Morgante's CRS (Customer Relationship Summary).

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®

CFP^®

Certified Financial Planner

Start date: 2021

Experience

Current

June 19, 2017 - Present

VARIANT PRIVATE WEALTH LLC

Office #1: 8350 Broad St. Suite 220, Tysons, VA 22102

RIA

CRD#: 288011

Tysons, VA

Past

December 6, 2004 - June 12, 2017

AMERIPRISE FINANCIAL SERVICES, LLC

RIA

CRD#: 6363

Vienna, VA

Past

October 6, 2004 - July 3, 2006

IDS LIFE INSURANCE COMPANY

CRD#: 6321

MINNEAPOLIS, MN

Past

October 6, 2004 - June 12, 2017

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

Vienna, VA

Past

November 1, 2001 - December 20, 2002

MML INVESTORS SERVICES, LLC

CRD#: 10409

SPRINGFIELD, MA

Past

April 25, 2001 - May 22, 2001

PITTSFORD CAPITAL MARKETS, INC

CRD#: 36406

PITTSFORD, NY

Past

September 26, 2000 - April 24, 2001

IDS LIFE INSURANCE COMPANY

CRD#: 6321

MINNEAPOLIS, MN

Past

September 26, 2000 - April 24, 2001

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

MINNEAPOLIS, MN

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".

VARIANT PRIVATE WEALTH LLC

MATHISON & ASSOCIATES LLC | VARIANT PRIVATE WEALTH LLC

CRD#: 288011 / SEC#: 801-110471

RIA

Registered Investment Advisory firm - (4/24/2017 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.

Highlighted states indicate IAR registrations

IAR

Texas
(4/7/2018)

IAR

Virginia
(6/19/2017)

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.

Exams

State Security Law Exam

IAR

Series 66

Date: 12/4/2004

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 6/12/2017

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 9/25/2000

General Securities Representative Examination

Current Firm

VARIANT PRIVATE WEALTH LLC

MATHISON & ASSOCIATES LLC | VARIANT PRIVATE WEALTH LLC

CRD#: 288011 / SEC#: 801-110471

RIA

Registered Investment Advisory firm - (4/24/2017 Approved)

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Contact information

Main Address

8350 Broad St. Suite 220, Tysons, VA 22102

Mailing Address

8350 Broad St. Suite 220, Tysons, VA 22102

Phone number

(703) 760-7600

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (6 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

VARIANT PRIVATE WEALTH PART 2A BROCHURE, WRAP APPENDIX, PART 2B AND PRIVACY POLICY (2/4/2025)

Regulatory assets under management

Total Number of Accounts	653
AUM (Assets Under Management)	$ 217,096,982

Red Flags

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

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David A. Morgante

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view David Anthony Morgante's CRS (Customer Relationship Summary).

Certified licenses

Experience

AMERIPRISE FINANCIAL SERVICES, LLC

IDS LIFE INSURANCE COMPANY

AMERIPRISE FINANCIAL SERVICES, LLC

MML INVESTORS SERVICES, LLC

PITTSFORD CAPITAL MARKETS, INC

IDS LIFE INSURANCE COMPANY

AMERIPRISE FINANCIAL SERVICES, LLC

Primary Firm SEC Registration

VARIANT PRIVATE WEALTH LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 12/4/2004

SIE

Date: 6/12/2017

Series 7

Date: 9/25/2000

Current Firm

VARIANT PRIVATE WEALTH LLC

Contact information

SEC notice filing (6 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

VARIANT PRIVATE WEALTH LLC

TRUST BUT VERIFY

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