John Santry, financial advisor Ellicott City MD
93 score

John Santry

CRD Number: 866674
Current Firm: Court Place Advisors LLC

John Santry (CRD# 866674) is an Investment Advisor Representative working at Court Place Advisors LLC in Ellicott City, MD and has over 23 years of experience in the finance industry.

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Company Name Location Dates Years
Court Place Advisors, LLC Ellicott City, MD May 1998 - Current 18
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 1993
S65 NASAA Investment Advisors Law Examination Nov 1993
Contact Info for John F. Santry
Phone Number: 410-465-4321
Registered State(s):
  • MD
By the Numbers
  • Total Assets Under Management
    216
    MILLIONS
  • Total Number of Accounts
    249
    ACCOUNTS
  • Average Account Value
    $865,554
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
Types of Clients
Registered States

FL, MD, NH, PA, TX, VA

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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