David Anthony Morgante
Investment adviser representative at Variant Private Wealth LLC
22 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$267.5MFirm 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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
22 years in the industry.
- Variant Private Wealth LLCJun 2017 to now
- Ameriprise Financial Services, Inc.Aug 2004 to Jun 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2004
State registrations
Registered as an investment adviser representative in 2 states (TX, VA).
Variant Private Wealth LLC
$267.5MAssets managed
205Clients
4Advisers
9 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
- 4254550
- Firm CRD
- 288011