Stephen Santoro, financial advisor Naples FL

Stephen Santoro

CRD Number: 3047020
Current Firm: G. A. Repple & Company

Stephen Santoro (CRD# 3047020) is an Investment Advisor Representative working at G. A. Repple & Company in Naples, FL and has over 19 years of experience in the finance industry.

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Company Name Location Dates Years
G. A. Repple & Company Casselberry, FL Aug 2022 - Current 1
Summit Wealth Partners, LLC Bonita Springs, FL Jan 2016 - Current 8
Self Employed Naples, FL Aug 2008 - Current 15
Stephen V. Santoro, Mba, LLC Naples, FL Nov 2005 - Current 18
Smc Advisory Network, LLC Bonita Springs, FL Feb 2013 - Mar 2016 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Apr 2004
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Stephen V. Santoro
Phone Number: 407-339-9090
Firm Website: http://www.garepple.com
Registered State(s):
  • FL
  • IL
  • MD
  • MI
  • MO
By the Numbers
  • Total Assets Under Management
    548
    MILLIONS
  • Total Number of Accounts
    4,238
    ACCOUNTS
  • Average Account Value
    $129,309
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, 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, WY

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