Dianne Santamaria, financial advisor Key Biscayne FL
88 score

Dianne Santamaria

CRD Number: 5409769
Current Firm: Suntrust Investment Services, Inc.

Dianne Santamaria (CRD# 5409769) is an Investment Advisor Representative working at Suntrust Investment Services, Inc. in Key Biscayne, FL and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Suntrust Investment Services, Inc. Atlanta, GA May 2014 - Current 2
Suntrust Bank Key Biscayne, FL May 2014 - Current 2
Northern Trust Securities Inc. Miami, FL Jun 2011 - May 2014 2
Northern Trust Bank Miame, FL May 2011 - May 2014 3
Suntrust Investment Services, Inc. Miami Beach, FL Aug 2007 - Apr 2011 3
Bank Of America Miami, FL May 2005 - Jul 2007 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jul 2014
Contact Info for Dianne M. Santamaria
Phone Number: 404-813-8981
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    10,443
    MILLIONS
  • Total Number of Accounts
    26,841
    ACCOUNTS
  • Average Account Value
    $389,077
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • 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)
  • 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, 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

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BADGES
88
Clean Record
This advisor has a clean track record with regulators.

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