Robert S. Valenti

ARCHANGEL INVESTMENT MANAGEMENT

Woodstock, GA

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CRD#: 5022295

Professional summary

Robert Scott Valenti, who also goes by R Scott Valenti, Robert Valenti, Scott Valenti, is a registered financial advisor currently at ARCHANGEL INVESTMENT MANAGEMENT located in Woodstock, Georgia.

Robert is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. Robert has worked at 4 firms and has passed the Series 65, Series 63, Series 66, Series 6, Series 31 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

R Scott Valenti | Robert Valenti | Scott Valenti

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.

SIERRA VICTOR MANAGEMENT & CONSULTING, LLC ("SVMC"), A DELAWARE LIMITED LIABILITY COMPANY. SVMC PROVIDES MANAGEMENT CONSULTING, SALES, AND PROJECT MANAGEMENT SERVICES TO BUSINESSES IN VARIOUS INDUSTRIES. SVMC IS NOT AN INVESTMENT-RELATED BUSINESS. NONE OF ARCHANGEL INVESTMENT MANAGEMENT'S CLIENTS WILL BE SOLICITED TO DO BUSINESS WITH SVMC. OWNER, PRESIDENT AND MANAGING MEMBER HRS/MTH 160 HRS/MTH DURING TRADE 80.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Robert Scott Valenti'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

June 9, 2023 - Present

ARCHANGEL INVESTMENT MANAGEMENT

RIA

CRD#: 290246

Woodstock, GA

Past

November 8, 2017 - December 31, 2022

ARCHANGEL INVESTMENT MANAGEMENT

RIA

CRD#: 290246

WOODSTOCK, GA

Past

November 8, 2013 - December 31, 2015

FIDUCIA CAPITAL MANAGEMENT, LLC

RIA

CRD#: 164572

ALPHARETTA, GA

Past

April 29, 2009 - September 13, 2010

PTS BROKERAGE, LLC

CRD#: 119307

MOUNT LAUREL, NJ

Past

March 30, 2009 - September 13, 2010

PTS BROKERAGE, LLC

RIA

CRD#: 119307

DELRAN, NJ

Past

November 7, 2005 - May 31, 2006

MORGAN STANLEY DW INC.

RIA

CRD#: 7556

VOORHEES, NJ

Past

September 29, 2005 - May 31, 2006

MORGAN STANLEY DW INC.

CRD#: 7556

VOORHEES, NJ

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

Georgia
(6/9/2023)

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 65

Date: 11/7/2013

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 5/5/2009

Uniform Securities Agent State Law Examination

State Security Law Exam

IAR

Series 66

Date: 10/27/2005

Uniform Combined State Law Examination

General Industry/Product Exam

Series 6

Date: 4/28/2009

Investment Company Products/Variable Contracts Representative Examination

General Industry/Product Exam

Series 31

Date: 11/17/2005

Futures Managed Funds Examination

General Industry/Product Exam

Series 7

Date: 9/28/2005

General Securities Representative Examination

Current Firm

ARCHANGEL INVESTMENT MANAGEMENT

ARCHANGEL INVESTMENT MANAGEMENT | ARCHANGEL INVESTMENT MANAGEMENT, LLC

CRD#: 290246 / SEC#:

Georgia

Registered Investment Advisory firm - (6/9/2023 Approved)

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Contact information

Main Address

Woodstock, GA

Mailing Address

Phone number

(609) 792-1703

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	11
AUM (Assets Under Management)	$ 990,574

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

Robert S. Valenti

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Robert Scott Valenti's CRS (Customer Relationship Summary).

Certified licenses

Experience

ARCHANGEL INVESTMENT MANAGEMENT

FIDUCIA CAPITAL MANAGEMENT, LLC

PTS BROKERAGE, LLC

PTS BROKERAGE, LLC

MORGAN STANLEY DW INC.

MORGAN STANLEY DW INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 11/7/2013

Series 63

Date: 5/5/2009

Series 66

Date: 10/27/2005

Series 6

Date: 4/28/2009

Series 31

Date: 11/17/2005

Series 7

Date: 9/28/2005

Current Firm

ARCHANGEL INVESTMENT MANAGEMENT

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

ARCHANGEL INVESTMENT MANAGEMENT

TRUST BUT VERIFY

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