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David Anthony Morgante

VARIANT PRIVATE WEALTH LLC·TYSONS, Virginia
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8350 BROAD ST., TYSONS, VA 22102CRD# 4254550Firm CRD# 288011
01

About

David Anthony Morgante is a registered financial advisor based in TYSONS, Virginia, affiliated with VARIANT PRIVATE WEALTH LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
VARIANT PRIVATE WEALTH LLC
VARIANT PRIVATE WEALTH LLC
AUM
$183M
Regulatory assets under management
Employees
5
Total firm employees
View all advisors at VARIANT PRIVATE WEALTH LLC →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 4254550
Firm CRD# 288011
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does David Anthony Morgante offer?
David Anthony Morgante specializes in Financial Planning, Investment Management. Contact their office in TYSONS, Virginia for a consultation.
What are David Anthony Morgante's credentials?
David Anthony Morgante is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is David Anthony Morgante located?
David Anthony Morgante is based in TYSONS, Virginia, working with VARIANT PRIVATE WEALTH LLC. Their office serves clients in the TYSONS metropolitan area and surrounding communities.
How does David Anthony Morgante charge for services?
David Anthony Morgante's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is VARIANT PRIVATE WEALTH LLC?
VARIANT PRIVATE WEALTH LLC has approximately 5 employees and manages $183M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Research
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