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Michael Jon Santo

Wealthspire Advisors

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About Michael Jon Santo

Michael Santo is an investment advisor representative associated with Wealthspire Advisors. Michael Santo is licensed in Florida and has been in the industry since 2006. Michael Santo has passed the Series 63, 65 and 7 exams. Michael Santo has experience with Bank of America, Private Bank and is currently employed at Wealthspire Advisors.

Firm Information

Michael Santo is currently registered with Wealthspire Advisors. Wealthspire Advisors is an investment advisor headquartered in Melville, NY, with over $3 billion in assets under management. They provide a variety of services to individuals, families, businesses, and institutions including financial planning, portfolio management, and pension consulting. They specialize in serving high-net-worth individuals and families, as well as charitable organizations and pension and profit sharing plans. Wealthspire Advisors participates in a wrap fee program.
Wealthspire Advisors

400 BROADHOLLOW ROAD

MELVILLE, NY 11747

$3.05B

Assets Under Management

7

Total Clients

22

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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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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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.

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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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other

Wrap fee

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Michael Santo’s Registration & Firm History

FL

06/26/2024 - Present

Wealthspire Advisors (Boca Raton FL)

NY

05/05/2006 - 06/18/2007

PRUDENTIAL EQUITY GROUP, LLC (NEW YORK NY)

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Licenses & Designations

IA

Issued 06/18/2024

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 06/09/2006

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/04/2006

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Michael Jon Santo.
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