Steven Santy, financial advisor Bedford NH

Steven Santy

CRD Number: 5631445
Current Firm: Charles Schwab & Company, Inc.

Steven Santy (CRD# 5631445) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Bedford, NH and has over 15 years of experience in the finance industry.

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Company Name Location Dates Years
Charles Schwab Bank, Ssb Portsmouth, NH May 2017 - Current 6
Charles Schwab & Company, Inc. Portsmouth, NH May 2017 - Current 6
Unemployed Belmont, NH Apr 2016 - May 2017 1
E*trade Capital Management LLC Boston, MA Aug 2012 - Apr 2016 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 2009
S65 NASAA Investment Advisors Law Examination Feb 2009
Contact Info for Steven B. Santy
Phone Number: 415-667-7000
Registered State(s):
  • NH
  • TX
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

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, WY

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