Palmerino Santaniello, financial advisor Longmeadow MA
93 score

Palmerino Santaniello

CRD Number: 1086154
Current Firm: Ae Wealth Management, LLC

Palmerino Santaniello (CRD# 1086154) is an Investment Advisor Representative working at Ae Wealth Management, LLC in Longmeadow, MA and has over 35 years of experience in the finance industry.

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Company Name Location Dates Years
Ae Wealth Management, LLC Topeka, KS Jul 2017 - Current < 1
Jp Santaniello Retirement Planning Solutions Longmeadow, MA Dec 2006 - Current 11
Foundations Investment Advisors, LLC Scottsdale, AZ Mar 2016 - Jul 2017 1
Brookstone Capital Management LLC Longmeadow, MA Oct 2013 - Mar 2016 2
Town Of Longmeadow, Ma Longmeadow, MA Jun 2006 - Jun 2015 9
Brokers International Financial Services, LLC Panora, IA Nov 2012 - Oct 2013 < 1
Southeast Investments, N.c. Inc. Charlotte, NC Dec 2010 - Nov 2012 1
Usa Financial Securities Corporation Ada, MI Oct 2009 - Dec 2010 1
Wrp Investments, Inc. Youngstown, OH May 2007 - Oct 2009 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 1983
S65 NASAA Investment Advisors Law Examination Sep 1997
Contact Info for Palmerino P. Santaniello
Phone Number: 866-363-9595
Registered State(s):
  • MA
By the Numbers
  • Total Assets Under Management
    2,003
    MILLIONS
  • Total Number of Accounts
    10,040
    ACCOUNTS
  • Average Account Value
    $199,500
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • 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, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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

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