Santino Coury (CRD# 5800488) is an Investment Advisor Representative working at The Coury Firm in Pittsburgh, PA and has over 10 years of experience in the finance industry.
CRD# 1549189
Centauri Advisory Group, Inc.
CRD# 6029665
Qualified Planning
CRD# 1563684
United Capital Financial Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Coury Firm Asset Management Llc, D/b/a The Coury Firm | Los Angeles, CA | Jun 2018 - Current | 5 |
| E'o Management, LLC | Los Angeles, CA | Jan 2017 - Current | 7 |
| The Coury Firm, Llc F/k/a The Coury Financial Group, LP | Pittsburgh, PA | Dec 2015 - Current | 8 |
| Coury Investment Advisors, Inc. | Pittsburgh, PA | Dec 2015 - Jun 2018 | 2 |
| Fsc Securities Corporation | Pittsburgh, PA | Dec 2015 - Dec 2017 | 2 |
| The Ayco Company, L.p./mercer Allied | Parsippany, NJ | Apr 2015 - Nov 2015 | < 1 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Philadelphia, PA | Oct 2014 - Jan 2015 | < 1 |
| Bank Of America, N.a. | Philadelphia, PA | Oct 2014 - Jan 2015 | < 1 |
| Fsc Securities Corporation | Pittsburgh, PA | Nov 2013 - Oct 2014 | < 1 |
| The Coury Firm, Llc F/k/a The Coury Financial Group, LP | Pittsburgh, PA | Jun 2013 - Sep 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Feb 2014 |
- PA
-
Total Assets Under Management1,142MILLIONS
-
Total Number of Accounts866ACCOUNTS
-
Average Account Value$1,318,500
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Other
CA, DE, FL, PA, WV
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