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Robert Romeo Santangelo

THE Bank Street Group LLC

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About Robert Romeo Santangelo

Robert Santangelo is a financial advisor with The Bank Street Group LLC. Robert has been in the industry since 2018 and holds the Series 63, Series 79, and SIE licenses. Robert is registered with FINRA and is currently licensed in Connecticut and New York. Prior to joining The Bank Street Group LLC, Robert was employed at CITIGROUP GLOBAL MARKETS INC.

Firm Information

Robert Santangelo is currently registered with THE Bank Street Group LLC. THE Bank Street Group LLC is a Limited Liability Company formed on May 7, 2001. The firm is registered in 27 states and has one approved SEC registration.

Not reported

Assets Under Management

Not reported

Total Clients

19

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.

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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Robert Santangelo’s Registration & Firm History

CT

02/15/2022 - Present

THE Bank Street Group LLC (STAMFORD CT)

NY

09/13/2017 - 06/09/2021

CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)

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Licenses & Designations

BC

Issued 10/17/2017

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/13/2017

Series 79 - Investment Banking Registered Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Robert Romeo Santangelo.
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