David Anthony Morgante

Employer firm

Variant Private Wealth LLC CRD 288011

$267M regulatory AUM 1 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2004 → 06/2017
  Ameriprise Financial Services, Inc.
  Vienna, VA
• 06/2017 → Present
  Variant Private Wealth Llc
  Tysons, VA

Previous Registrations

• 2004-12-06 → 2017-06-12
  Ameriprise Financial Services, Llc
  Vienna, VA
  Rochester, NY
  Vienna, VA
  Vienna, VA
  Vienna, VA

Other Businesses

REAL ESTATE OWNERSHIP ; SINGLE FAMILY ; HILTON NY 14468; APRIL 2008/COMMERCIAL ; HILTON, NY 14468; JUNE 2012. BUSINESS OWNERSHIP; Variant Financial, LLC; CO-OWNER; FINANCIAL PLANNING; VIENNA, VA 22182; JUNE 2010; 20-39 HRS PER MONTH/DM GLOBAL LLC; OWNER; COMMERICAL REAL ESTATE HOLDING COMPANY; HILTON, NY 14468; investment related; JUNE 2012; 0 hours per month; 0 during trading hours/MORGANTE PROPERTIES LLC;OWNER;REAL ESTATE;HILTON, NY 14468;investment related; AUGUST 2014;1-9 hours per month; 0 during trading hours. Fiduciary Activities; Named or act in a fiduciary capacity; such as attorney-in-fact, trustee, conservator, guardian, executor or personal representative. Variant Insurance LLC; Investment Related; 8350 Broad St. Suite 220, Tysons, VA 22102; Insurance Agency; Owner; Start 02/2019; 1-2 hours per month; no hours during securities trading hours; Variant Tax Services, LLC; Not Investment Related;8350 Broad St. Suite 220, Tysons, VA 22102; income tax preparation agency; Owner; Start 01/2021; 12 hours per month; 6 hours during securities trading hours; provide income tax preparation services.

Exams

• S66 Uniform Combined State Law Examination
  2004-12-04

Designations

• Certified Financial Planner