David Santoro, financial advisor Plainville MA

David Santoro

CRD Number: 1779171
Current Firm: Commonwealth Financial Network

David Santoro (CRD# 1779171) is an Investment Advisor Representative working at Commonwealth Financial Network in Plainville, MA and has over 15 years of experience in the finance industry. David Santoro has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Santoro Financial Planning Group North Attleboro, MA Oct 2020 - Current 3
Commonwealth Financial Network Waltham, MA Jul 2012 - Current 11
Mcb Financial Services Mansfield, MA Jul 2012 - Oct 2020 8
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 2008
Contact Info for David P. Santoro
Phone Number: 781-736-0700
Registered State(s):
  • MA
By the Numbers
  • Total Assets Under Management
    146,387
    MILLIONS
  • Total Number of Accounts
    585,629
    ACCOUNTS
  • Average Account Value
    $249,965
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • 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)
  • 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, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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