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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Santino? Claim Your ProfileSantino Coury is a registered investment advisor representative with The Coury Firm. Santino has been in the financial services industry since 2013, with experience at several firms including FSC Securities Corporation, Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Mercer Allied Company, L.P.. Santino is currently licensed in Pennsylvania and has passed the Series 7 and Series 66 exams. Santino holds the SIE exam certification and has worked with high-net-worth individuals, charitable organizations, pension and profit sharing plans, corporations or other businesses, pooled investment vehicles, and individuals other than high-net-worth. Santino provides financial planning, selection of other advisers, portfolio management for businesses, portfolio management for individuals, and portfolio management for pooled investment vehicles. Santino also works with E'O Management, LLC as the Director of Operations in Los Angeles, CA. The Coury Firm is a Registered Investment Advisor with approximately $1.14 billion in assets under management. The firm specializes in providing financial planning, investment management, and wealth management services to high-net-worth individuals, families, and institutions. The firm offers a variety of services, including investment advisory, financial planning, and portfolio management. The firm is committed to providing its clients with personalized and comprehensive financial services.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advice on matters not involving securities. see part 1 section 6.b.(3)
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
PA
06/25/2018 - Present
THE Coury Firm (PITTSBURGH PA)
PA
12/16/2015 - 12/31/2017
FSC SECURITIES CORPORATION (PITTSBURGH PA)
NJ
09/02/2015 - 11/17/2015
MERCER ALLIED COMPANY, L.P. (PARSIPPANY NJ)
PA
10/13/2014 - 01/22/2015
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PHILADELPHIA PA)
PA
11/19/2013 - 10/10/2014
FSC SECURITIES CORPORATION (PITTSBURGH PA)
BOTH
Issued 02/10/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/31/2017
SIE - Securities Industry Essentials Examination
BC
Issued 11/19/2013
Series 7 - General Securities Representative Examination
Active
Inactive
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