David Allen Valenti
Investment adviser representative at Virtue Asset Management LLC
36 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$211.4MFirm 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
- Pension consulting
Experience
36 years in the industry.
- Virtue Asset Management LLCMay 2020 to now
- Bank of America Private BankMar 1990 to May 2020
Designations
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (IL).
Virtue Asset Management LLC
$211.4MAssets managed
97Clients
3Advisers
4 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
- 7252347
- Firm CRD
- 283438