AdvisorOS Directory
Claim Profile
Unclaimed Profile
DM

David Anthony Morgante

VARIANT PRIVATE WEALTH LLC·TYSONS, Virginia
SIE, Series 7, Series 66CFPClean record21 years registeredVARIANT PRIVATE WEALTH LLC
8350 BROAD ST., TYSONS, VA 22102CRD# 4254550Firm CRD# 288011

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
David Anthony Morgante · TYSONS, VA
Registration
CRD #4254550 · VARIANT PRIVATE WEALTH LLC · 21 years registered
Brand Profile
Not yet started
01

Career History

VARIANT PRIVATE WEALTH LLC
Jun 2017 – present
AMERIPRISE FINANCIAL SERVICES, INC.
Dec 2004 – Jun 2017
Vienna, VA
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 66
Registration record
First registered · December 6, 2004
Years registered · 21
Professional designation · CFP
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
VARIANT PRIVATE WEALTH LLC
CRD 288011 · SEC 801-110471
AUM
$183M
Regulatory assets under management
Employees
5
819 client accounts
Services offered by VARIANT PRIVATE WEALTH LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at VARIANT PRIVATE WEALTH LLC →
Introduction

Speak with David

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if David is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in TYSONS?

Browse all registered financial advisors in TYSONS, Virginia or claim this profile if it's yours.

Browse TYSONS AdvisorsAre you this advisor? Claim profile
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 holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.
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.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

More Advisors in TYSONS, Virginia

Jessica Noelle Wunder
MCLEAN ASSET MANAGEMENT CORPORATION·TYSONS, VA
Aymin Matri
SPIKE INVEST·TYSONS, VA
Kyle Alan Meyer
MCLEAN ASSET MANAGEMENT CORPORATION·TYSONS, VA
Alejandro Murguia
MCLEAN ASSET MANAGEMENT CORPORATION·TYSONS, VA
Dean Takayuki Umemoto
MCLEAN ASSET MANAGEMENT CORPORATION·TYSONS, VA
Robert Timothy French
MCLEAN ASSET MANAGEMENT CORPORATION·TYSONS, VA

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Virginia
RICHMOND (385)MCLEAN (99)RESTON (87)ARLINGTON (74)VIRGINIA BEACH (65)ALEXANDRIA (59)CHARLOTTESVILLE (51)NORFOLK (46)VIENNA (41)ROANOKE (39)
City Guides
RICHMOND GuideMCLEAN GuideRESTON GuideARLINGTON GuideVIRGINIA BEACH Guide
Research
Advisor Fees in VirginiaNational Fee Analysis
Request removal of this profile