Salvatore T. Valente
Professional summary
Salvatore T Valente, who also goes by Sal Valente, Salvatore T Valente III, is a registered financial advisor currently at THE VALENTE GROUP LLC located in Herkimer, New York.
Salvatore is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. Salvatore has worked at 7 firms and has passed the Series 65, Series 63 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Salvatore T Valente's CRS (Customer Relationship Summary).
Certified licenses
Experience
October 6, 2021 - Present
THE VALENTE GROUP LLC
March 11, 2013 - September 20, 2013
MML INVESTORS SERVICES, LLC
January 21, 2011 - December 7, 2011
DINOSAUR FINANCIAL GROUP, L.L.C
February 4, 2010 - October 12, 2010
VOYA FINANCIAL ADVISORS, INC.
December 14, 2009 - February 5, 2010
MSI FINANCIAL SERVICES, INC.
February 5, 2009 - November 11, 2009
VOYA FINANCIAL ADVISORS, INC.
October 24, 2007 - February 6, 2009
PFS INVESTMENTS INC.
May 11, 2006 - August 20, 2007
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(10/6/2021)
Exams
Current Firm
THE VALENTE GROUP LLC
CRD#: 168189 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 50 |
| AUM (Assets Under Management) | $ 13,200,000 |
Red Flags
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