Sarah Santeufemio, financial advisor Towson MD
93 score

Sarah Santeufemio

CRD Number: 5458914
Current Firm: Pnc Investments

Sarah Santeufemio (CRD# 5458914) is an Investment Advisor Representative working at Pnc Investments in Towson, MD and has over 6 years of experience in the finance industry.

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Company Name Location Dates Years
Pnc Investments Pittsburgh, PA Jan 2014 - Current 2
Metlife Securities Inc. Baltimore, MD Jun 2008 - Jan 2014 5
Ameriprise Financial Services Inc. Owings Mills, MD Nov 2007 - Jun 2008 < 1
Ruby Tuesday Baltimore, MD Aug 2007 - May 2008 < 1
Mp3 Enterprises Baltimore, MD Jul 2007 - Aug 2007 < 1
Maryland Department Of Natural Resources Annapolis, MD May 2007 - Jul 2007 < 1
U.s. Fish And Wildlife Services Annapolis, MD Mar 2007 - May 2007 < 1
Ruby Tuesday Baltimore, MD Dec 2006 - Mar 2007 < 1
Texas Road House Star City, WV Jan 2006 - Dec 2006 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 2010
S66 NASAA Uniform Combined State Law Examination May 2012
Contact Info for Sarah L. Santeufemio
Phone Number: 800-762-6111
Firm Website: http://www.pnc.com
Registered State(s):
  • MD
By the Numbers
  • Total Assets Under Management
    11,195
    MILLIONS
  • Total Number of Accounts
    78,826
    ACCOUNTS
  • Average Account Value
    $142,023
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • 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)
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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

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