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Donna Sue Santangelo

Provenance Wealth Advisors

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About Donna Sue Santangelo

Donna Sue Santangelo is an investment advisor representative associated with Provenance Wealth Advisors. Donna Sue is a registered investment advisor in the state of Florida. Donna Sue has been in the securities industry since 1985. Donna Sue previously worked at Raymond James Financial Services, Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, Prudential-Bache Securities Inc., Bear, Stearns & Co. Inc. and Oppenheimer & Co., Inc.

Firm Information

Donna Santangelo is currently registered with Provenance Wealth Advisors. Provenance Wealth Advisors is a registered investment advisor headquartered in FORT LAUDERDALE, FL. The firm provides portfolio management services to individuals, high net worth individuals, corporations, charitable organizations, pension and profit-sharing plans, and other entities. The firm manages over $2.6 billion in assets and employs 22 licensed agents and 23 investment advisor representatives.
Provenance Wealth Advisors

200 EAST LAS OLAS BOULEVARD

FORT LAUDERDALE, FL 33301

$2.62B

Assets Under Management

84

Total Clients

18

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio consulting services

Portfolio consulting services

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Donna Santangelo’s Registration & Firm History

FL

09/01/2023 - Present

Provenance Wealth Advisors (FORT LAUDERDALE FL)

FL

03/24/2017 - 08/25/2023

RAYMOND JAMES FINANCIAL SERVICES, INC. (FT. LAUDERDALE FL)

FL

02/02/1987 - 04/27/2015

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (WESTON FL)

NA

11/25/1985 - 12/26/1986

PRUDENTIAL-BACHE SECURITIES INC.

NA

05/08/1985 - 11/12/1985

BEAR, STEARNS & CO. INC.

NA

05/26/1983 - 04/10/1985

OPPENHEIMER & CO., INC.

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Licenses & Designations

BOTH

Issued 11/05/2007

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/21/1983

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Donna Sue Santangelo.
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