Santori & Peters

Santori & Peters (CRD# 105978) is a financial advisory firm headquartered in Monroeville, PA. They manage $330,251,966 in 741 accounts and serve the financial needs of clients across 5 states (or territories).

Current Firm Details
3824 Northern Pike, Suite 450, Monroeville, PA 15146
https://www.facebook.com/santoriandpeters/?ref=aymt_homepage_panel
By the Numbers
  • Total Assets Under Management
    330
    MILLION
  • Total Number of Accounts
    741
    ACCOUNTS
  • Average Account Value
    $445,684
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, NC, OH, PA, TX

Financial Advisors at Santori & Peters
Showing 1 - 4 of 4 top financial advisors.
1
James Martin, financial advisor Monroeville PA
James J. Martin
CRD#: 729215
3824 Northern Pike, Suite 450, Monroeville, PA 15146

James Martin (CRD# 729215) is an Investment Advisor Representative working at Santori & Peters in Monroeville, PA and has over 42 years of experience in the finance industry.

2
Ryan Neupaver, financial advisor Monroeville PA
Ryan P. Neupaver
CRD#: 5757641
3824 Northern Pike, Suite 450, Monroeville, PA 15146

Ryan Neupaver (CRD# 5757641) is an Investment Advisor Representative working at Santori & Peters in Monroeville, PA and has over 13 years of experience in the finance industry.

3
Norman Santori, financial advisor Monroeville PA
Norman J. Santori
CRD#: 873209
3824 Northen Pike, Suite 450, Monroeville, PA 15146

Norman Santori (CRD# 873209) is an Investment Advisor Representative working at Santori & Peters in Monroeville, PA and has over 40 years of experience in the finance industry.

4
Jillian Gisoni, financial advisor Monroeville PA
Jillian M. Gisoni
CRD#: 7117517
3824 Northern Pike, Suite 450, Monroeville, PA 15146

Jillian Gisoni (CRD# 7117517) is an Investment Advisor Representative working at Santori & Peters in Monroeville, PA and has over 3 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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