Paul J. Valente
Professional summary
Paul Joseph Valente, CFP®, who also goes by Paul J Valente, is a registered financial advisor currently at MADISON PARTNERS located in Shelburne, Vermont.
Paul is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. Paul has worked at 5 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 10 and Series 9 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Paul Joseph Valente's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2020
Experience
June 2, 2026 - Present
MADISON PARTNERS
December 11, 2025 - May 18, 2026
FISHER INVESTMENTS
September 18, 2020 - December 17, 2025
LPL FINANCIAL LLC
September 18, 2020 - December 17, 2025
LPL FINANCIAL LLC
February 2, 2016 - September 18, 2020
CETERA WEALTH SERVICES, LLC
July 16, 2014 - September 18, 2020
CETERA WEALTH SERVICES, LLC
November 18, 2008 - June 18, 2014
SCOTTRADE, INC.
Primary Firm SEC Registration
MADISON PARTNERS
CRD#: 305824 / SEC#: 801-118168
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(6/2/2026)
Exams
Current Firm
MADISON PARTNERS
CRD#: 305824 / SEC#: 801-118168
Contact information
SEC notice filing (20 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 6,213 |
| AUM (Assets Under Management) | $ 1,303,110,029 |
Red Flags
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