Peter Emanuel Valenti

Employer firm

LPl Enterprise, LLC CRD 8733

$24.9B regulatory AUM 12,118 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

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

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

Current Employers

Employment History

• 10/1990 → Present
  Prudential Insurance Company Of America
  Chalfont, PA
• 11/1990 → 11/2024
  Pruco Securities, Llc.
  Chalfont, PA
• 11/2024 → Present
  Lpl Enterprise, Llc
  Warrington, PA

Previous Registrations

• 2010-06-30 → 2024-11-14
  Pruco Securities, Llc.
  Champaign, IL
  Uniondale, NY
  Naperville, IL
  Warrington, PA
  Uniondale, NY
  Warrington, PA
  Camp Hill, PA

Other Businesses

1) 11/14/2024 - PEV Realty, LLC - Owner of PEV Realty, LLC that holds one rental property - Real Estate Rental - Inv Related - At WARRINGTON, PA - Start Date 10/01/2010 - 2hrs/mth - 0hrs/mth During Trading 2) 11/14/2024 - General Health Business - Health insurance renewals - No new business - Non-Variable Insurance Commission Trails - Inv Related - At WARRINGTON, PA - Start Date 06/01/1995 - 0hrs/mth - 0hrs/mth During Trading 3) 11/14/2024 - Non-Health Related Appointments - Guardian disability renewal commission - No new business - Non-Variable Insurance Commission Trails - Inv Related - At WARRINGTON, PA - Start Date 06/01/1995 - 0hrs/mth - 0hrs/mth During Trading 4) 11/14/2024 - Peter and Rose Valenti - Act in a Fiduciary Capacity - Non Inv Related - At WARRINGTON, PA - Start Date 12/28/2023 - 0hrs/mth - 0hrs/mth During Trading

Exams

• S66 Uniform Combined State Law Examination
  2013-10-08
• S65 Uniform Investment Adviser Law Examination
  1999-04-09
• S63 Uniform Securities Agent State Law Examination
  1990-11-14