Gianni Valenti
Gianni Valenti is a registered investment advisor at LPL Financial LLC, based in Sarasota, FL, with 7 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
333 N Orange Ave, Sarasota, FL, 34236
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Gianni is a general manager at Valentis Ristorante, a family restaurant, dedicating about a third of his time. He also has several investment-related businesses, including DBAs for his LPL business and Valenti Capital LLC, and spends minimal time selling non-variable insurance.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Eagle Wealth Advisors
Edward Jones
Edward JonesBroker
State Registrations8 states
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