DV
DV

Danny Valentino

26 Years of Experience
Broker

Danny Valentino is a registered investment advisor at Proshare Advisors LLC, based in Ho Ho Kus, NJ, with 26 years of industry experience. Danny operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 131 clients with $74B in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
12 advisors
IM Fee
Planning only
Assets Under Management
$74.0B
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Location

Ho Ho Kus, NJ

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Proshare Advisors LLC
January 2024 - Present · 2 yrs 3 mos
Profunds Distributors, INC.
April 2015 - Present · 11 yrs
Profunds Distributors, INC.Broker
April 2015 - Present · 11 yrs
Previous Registrations
Proshare Advisors LLC
June 2015 - December 2023 · 8 yrs 6 mos
J.P. Morgan Securities LLC
May 2013 - November 2014 · 1 yr 6 mos
J.P. Morgan Securities LLCBroker
May 2013 - November 2014 · 1 yr 6 mos
UBS Financial Services INC.
June 2002 - April 2013 · 10 yrs 10 mos
UBS Financial Services INC.Broker
February 2000 - April 2013 · 13 yrs 2 mos
Prudential Securities IncorporatedBroker
October 1999 - February 2000 · 4 mos
State Registrations4 states
MDMNNJPA
AdvisorBroker

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.
Danny Valentino - Financial Advisor | TrueAdvisor