Thomas Valenti, financial advisor San Antonio TX
90 score

Thomas Valenti

CRD Number: 6168012
Current Firm: Signator Investors, Inc.

Thomas Valenti (CRD# 6168012) is an Investment Advisor Representative working at Signator Investors, Inc. in San Antonio, TX and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Jhfn Sii San Antonio, TX Feb 2013 - Current 3
University Of Texas Austin, TX Aug 2010 - May 2013 2
Houston Texans Houston, TX Jul 2012 - Aug 2012 < 1
San Antonio Spurs San Antonio, TX May 2012 - Jul 2012 < 1
Longhorn Limited Austin, TX Feb 2012 - Apr 2012 < 1
Austin Country Club Austin, TX Apr 2011 - Aug 2011 < 1
Two Men And A Truck Brighton, MI Jun 2010 - Jul 2010 < 1
Michigan State University East Lansing, MI Aug 2008 - May 2010 1
Moose Ridge Golf Club Brighton, MI May 2009 - Aug 2009 < 1
Full Time Student Brighton, MI Aug 1995 - Jun 2008 12
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 2013
S65 NASAA Investment Advisors Law Examination Feb 2014
Contact Info for Thomas A. Valenti
Phone Number: 800-543-6611
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    2,196
    MILLIONS
  • Total Number of Accounts
    25,384
    ACCOUNTS
  • Average Account Value
    $86,500
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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