Mario Vincent Valente
Investment adviser representative at Meristead Wealth, LLC
10 yearsExperience
2 statesRegistered in
CFADesignation
$1.3BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- Meristead Wealth, LLCJan 2025 to now
- Stansberry Asset Management LLCMay 2018 to now
- UnemployedMar 2017 to Apr 2018
- Pdl BiopharmaSep 2016 to Feb 2017
Designations
- CFA
Exams passed
- Series 63 · Uniform Securities Agent State Law2005
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
Meristead Wealth, LLC
$1.3BAssets managed
996Clients
22Advisers
10 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 3093375
- Firm CRD
- 282103