Amy Santarelli (CRD# 2248406) is an Investment Advisor Representative working at Commonwealth Financial Network in East Longmeadow, MA and has over 30 years of experience in the finance industry.
CRD# 4297910
Milestone Asset Management Group, LLC
CRD# 2756063
Advice And Planning Services
CRD# 4385290
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Commonwealth Financial Network | Waltham, MA | Aug 2018 - Current | 5 |
| Ernst Financial Group | East Longmeadow, MA | Aug 2018 - Current | 5 |
| Ubs Financial Services Inc. | Springfield, MA | Jul 2014 - Aug 2018 | 4 |
| D J St Germain | Springfield, MA | Apr 2007 - Jul 2014 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 1992 |
| S66 | NASAA Uniform Combined State Law Examination | Mar 2008 |
- MA
-
Total Assets Under Management146,387MILLIONS
-
Total Number of Accounts585,629ACCOUNTS
-
Average Account Value$249,965
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- 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)
- Publication of periodicals or newsletters
- Educational seminars/workshops
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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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