Robert SantelloCRD Number: 5307355
Current Firm: J.p. Morgan Securities LLC
Robert Santello (CRD# 5307355) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Boca Raton, FL and has over 9 years of experience in the finance industry.
Northstar Financial Planners, Inc.
Fin-est Investment Advisors, LLC
|J.p. Morgan Securities LLC||Boca Raton, FL||Oct 2013 - Current||3|
|Pnc Investments||Delray Beach, FL||Nov 2009 - Oct 2013||3|
|Natcity Investments, Inc.||Cleveland, OH||Aug 2008 - Nov 2009||1|
|National City Bank||Wellington, FL||Aug 2008 - Nov 2009||1|
|Unemployed||Lake Worth, FL||Mar 2008 - Jun 2008||< 1|
|Morgan Stanley & Co, Inc.||West Palm Beach, FL||Mar 2007 - Feb 2008||< 1|
|Advanced Rehabilitation Technologies||San Diego, CA||Mar 2005 - Mar 2007||2|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jun 2007|
Total Assets Under Management70,743MILLIONS
Total Number of Accounts344,720ACCOUNTS
Average Account Value$205,219
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, 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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV
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