David P. Tenerelli
VALUES ADDED FINANCIAL
Frisco, TX
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CRD#: 7203014
Professional summary
David Phillip Tenerelli, CFP® is a registered financial advisor currently at VALUES ADDED FINANCIAL located in Frisco, Texas.
David is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. David has worked at 2 firms .
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.
CRS (Client Relationship Summary) - RIA
Click below to view David Phillip Tenerelli'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®
CFP®
Start date: 2019
Experience
Current
January 13, 2025 - Present
VALUES ADDED FINANCIAL
RIA
CRD#: 288912
Frisco, TX
Past
November 22, 2019 - December 31, 2024
STRATEGIC FINANCIAL PLANNING, INC.
RIA
CRD#: 118450
PLANO, TX
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".
VA
VALUES ADDED FINANCIAL
VALUES ADDED | VALUES ADDED FINANCIAL LLC | VALUES ADDED FINANCIAL
CRD#: 288912 / SEC#: 801-122265
RIA
Registered Investment Advisory firm - (9/3/2021 Approved)District of Columbia
Registered Investment Advisory firm - (9/13/2021 Terminated)Maryland
Registered Investment Advisory firm - (9/13/2021 Terminated)Massachusetts
Registered Investment Advisory firm - (9/13/2021 Terminated)New York
Registered Investment Advisory firm - (9/13/2021 Terminated)Texas
Registered Investment Advisory firm - (9/13/2021 Terminated)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
District of Columbia(8/20/2025)
IAR
Texas(1/13/2025)
Exams
Current Firm
VA
VALUES ADDED FINANCIAL
VALUES ADDED | VALUES ADDED FINANCIAL LLC | VALUES ADDED FINANCIAL
CRD#: 288912 / SEC#: 801-122265
RIA
Registered Investment Advisory firm - (9/3/2021 Approved)District of Columbia
Registered Investment Advisory firm - (9/13/2021 Terminated)Maryland
Registered Investment Advisory firm - (9/13/2021 Terminated)Massachusetts
Registered Investment Advisory firm - (9/13/2021 Terminated)New York
Registered Investment Advisory firm - (9/13/2021 Terminated)Texas
Registered Investment Advisory firm - (9/13/2021 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
Washington, DC
Mailing Address
Phone number
(202) 599-0915
Established
Firm type
Fiscal year end
# of Employees
8
SEC notice filing (12 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 398 |
| AUM (Assets Under Management) | $ 234,246,198 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
