Palmerino SantanielloCRD 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.
Garrett Investment Advisors, LLC
Cambridge Investment Research Advisors, Inc.
|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|
Total Assets Under Management2,003MILLIONS
Total Number of Accounts10,040ACCOUNTS
Average Account Value$199,500
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
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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