linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

John Francis Santry

Court Place Advisors LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you John? Claim Your Profile

About John Francis Santry

John Francis Santry is a registered Investment Advisor Representative with Court Place Advisors LLC. John Santry has been in the industry since 1993. John Santry is currently registered in Florida and Maryland. Court Place Advisors LLC is based in Ellicott City, Maryland. The firm provides financial planning, educational seminars, and portfolio management for individuals. The firm also manages assets for charitable organizations, high net worth individuals, corporations or other businesses, and individuals other than high net worth.

Firm Information

John Santry is currently registered with Court Place Advisors LLC. Court Place Advisors LLC is an investment advisor registered with the SEC. Headquartered in Ellicott City, Maryland, the firm provides financial planning, portfolio management for individuals, and educational seminars. They manage approximately $375 million in assets for a diverse client base, including individuals, high-net-worth individuals, charitable organizations, and corporations.
Court Place Advisors LLC

3300 NORTH RIDGE ROAD

ELLICOTT CITY, MD 21043

$375.88M

Assets Under Management

12

Total Clients

4

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.

check

financial planning services

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

check

educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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.

check

fixed fees

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

check

percentage of assets

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

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

John Santry’s Registration & Firm History

FL

01/01/2025 - Present

Court Place Advisors LLC (Naples FL)

NE

01/03/1995 - 11/03/1998

SECURITIES AMERICA, INC. (LAVISTA NE)

DE

11/05/1993 - 01/16/1995

PML SECURITIES COMPANY (NEWARK DE)

Not sure if John Francis Santry is right for you?

Licenses & Designations

IA

Issued 11/09/1993

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 11/09/1993

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/21/1995

Series 24 - General Securities Principal Examination

BC

Issued 11/04/1993

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for John Francis Santry.
Not sure if John Francis Santry is right for you?