Palmerino SantanielloCRD 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 34 years of experience in the finance industry.
Garrett Investment Advisors, LLC
Cambridge Investment Research Advisors, Inc.
|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|
Total Assets Under Management15MILLIONS
Total Number of Accounts150ACCOUNTS
Average Account Value$100,000
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
AZ, CA, CO, FL, GA, HI, IL, IN, KS, MA, MD, ME, MI, NH, SC, TN, TX, UT
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