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Aldo Valente
29 Years of Experience
Melville, NY
1 DisclosureBroker
Aldo Valente is a registered investment advisor at Wells Fargo Advisors, based in Melville, NY, with 29 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3710 advisors
IM Fee
Planning only
Assets Under Management
$197.4B
Fee Structure
Investment management only (planning not offered)
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
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Location
510 Broadhollow Rd., Ste 209, Melville, NY, 11747
Get directionsHistory
Regulatory History (1)
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Customer Dispute
September 2002Settled
Other Business Activities
Aldo has a 33.33% ownership stake in The Hamlet Group Wealth Management LLC since 2010. He dedicates minimal time to this investment-related activity.
Employment History
Current Registrations
Wells Fargo Advisors
January 2010 - Present · 16 yrs 4 mos
Wells Fargo Advisors Financial Network, LLCBroker
January 2010 - Present · 16 yrs 4 mos
Previous Registrations
Citigroup Global Markets INC.
May 2007 - January 2010 · 2 yrs 8 mos
Citigroup Global Markets INC.Broker
May 2007 - January 2010 · 2 yrs 8 mos
Citicorp Investment Services
December 2004 - May 2007 · 2 yrs 5 mos
Citicorp Investment ServicesBroker
November 2001 - May 2007 · 5 yrs 6 mos
Knight Securities, L.P.Broker
March 2000 - July 2001 · 1 yr 4 mos
Dean Witter Reynolds INC.Broker
September 1997 - March 2000 · 2 yrs 6 mos
Goldis Financial Group, INC.Broker
March 1996 - September 1997 · 1 yr 6 mos
Gaines, Berland INC.Broker
February 1996 - March 1996 · 1 mo
State Registrations39 states
AKALAZCACOCTDEFLGAHIIDILKYMAMDMEMIMONCNHNJNMNVNYOHORPAPRRISCTNTXUTVAVTWAWIWVWY
AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.