Palmerino Santaniello, financial advisor Longmeadow MA
93 score

Palmerino Santaniello

CRD Number: 1086154
Current Firm: Foundations Investment Advisors LLC

Palmerino Santaniello (CRD# 1086154) is an Investment Advisor Representative working at Foundations Investment Advisors LLC in Longmeadow, MA and has over 33 years of experience in the finance industry.

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Company Name Location Dates Years
Town Of Longmeadow, Ma Longmeadow, MA Jun 2006 - Current 10
Jp Santaniello Wealth Management Longmeadow, MA Oct 1983 - Current 33
Brookstone Capital Management LLC Longmeadow, MA Oct 2013 - Mar 2016 2
Brokers International Financial Services, LLC Panora, IA Sep 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
Royal Alliance Associates Farmington, CT Dec 2006 - May 2007 < 1
Cco Investment Services Corp. Middletown, CT Aug 2005 - Dec 2006 1
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: 480-214-9837
Firm Website: http://www.fiwealth.com
Registered State(s):
  • MA
By the Numbers
  • Total Assets Under Management
    15
    MILLIONS
  • Total Number of Accounts
    150
    ACCOUNTS
  • Average Account Value
    $100,000
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AZ, CA, CO, FL, GA, HI, IL, IN, KS, MA, MD, ME, MI, NH, SC, TN, TX, UT

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

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