Gerardo Santangelo (CRD# 6457533) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Valley Stream, NY and has over 8 years of experience in the finance industry.
CRD# 2708116
Park Avenue Securities LLC
CRD# 5146297
Origin Investment Advisory LLC
CRD# 4632189
Sarsi, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| J.p. Morgan Securities LLC | Rockville Centre, NY | Nov 2023 - Current | < 1 |
| Jpmorgan Chase Bank, N.a. | Rockville Centre, NY | Nov 2023 - Current | < 1 |
| Bank Of America, N.a. | Smithtown, NY | Sep 2016 - Nov 2023 | 7 |
| Merrill Lynch, Pierce, Fenner & Smith Incoroprated | Smithtown, NY | Sep 2016 - Nov 2023 | 7 |
| David Lerner Associates, Inc. | Syosset, NY | Jul 2015 - Aug 2016 | 1 |
| David Lerner Associates, Inc. | Syosset, NY | Jun 2015 - Jul 2015 | < 1 |
| Atx Group | Hicksville, NY | Nov 2014 - Jul 2015 | < 1 |
| Northwestern Mutual | Melville, NY | Feb 2015 - Apr 2015 | < 1 |
| Northwestern Mutual Investment Services, LLC | Melville, NY | Feb 2015 - Mar 2015 | < 1 |
| National Income | Farmingdale, NY | Nov 2014 - Dec 2014 | < 1 |
| Unemployed | Bethpage, NY | Aug 2014 - Oct 2014 | < 1 |
| Mio Posto | Hicksville, NY | May 2009 - Jul 2014 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 2015 |
| S66 | NASAA Uniform Combined State Law Examination | Oct 2016 |
- NY
- TX
-
Total Assets Under Management249,731MILLIONS
-
Total Number of Accounts1,034,072ACCOUNTS
-
Average Account Value$241,502
- A percentage of assets under your management
- Other
- 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)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.