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Mario Vincent Valente

Stansberry Asset Management, LLC

Belvedere, CA

Westlake, TX

CRD 3093375

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Employer firm

Stansberry Asset Management, LLC CRD 282103

$1.29B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Selection of other advisers

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

Current Employers
Stansberry Asset Management, Llc

1600 Solana Boulevard Building 8 Suite 8100, Westlake, TX 76262 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-01-02
TX RA APPROVED 2025-01-02
  • CA RA
    APPROVED
    Since 2025-01-02
  • TX RA
    APPROVED
    Since 2025-01-02

Branch Locations

Belvedere, CA • United States

1600 Solana Boulevard Building 8 Suite 8100, Westlake, TX 76262 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Stansberry Asset Management Llc San Mateo CA 05/2018 Present
Pdl Biopharma Incline Village NV 09/2016 02/2017
Unemployed Tiburon CA 03/2017 04/2018
  • 05/2018 → Present
    Stansberry Asset Management Llc
    San Mateo, CA
  • 09/2016 → 02/2017
    Pdl Biopharma
    Incline Village, NV
  • 03/2017 → 04/2018
    Unemployed
    Tiburon, CA
Previous Registrations
  • 2025-10-17 → 2026-01-23
    Re-Occur
    Belvedere, CA
    Westlake, TX
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2005-06-16
  • S63 Uniform Securities Agent State Law Examination
    2005-06-16
Designations
  • Chartered Financial Analyst
Other Names
  • Mario V Valente

View on SEC IAPD

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