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Santosh Rao

Vntr Securities LLC

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About Santosh Rao

Santosh Rao is a registered representative with Vntr Securities LLC. Santosh has been in the financial services industry since February 18, 2008. Santosh has passed the Series 7, 16, 86, 87, and 63 exams. Santosh has held previous roles at firms including Evercore Group L.L.C., Broadpoint Capital, Inc., Blaylock & Partners, L.P., Dresdner Kleinwort Wasserstein Securities LLC, Wasserstein Perella Securities, Inc., and Prudential Securities Incorporated.

Firm Information

Santosh Rao is currently registered with Vntr Securities LLC. Vntr Securities LLC is a Limited Liability Company formed in April 2016. The firm is registered with the SEC and in all 50 states, the District of Columbia, and Puerto Rico.

Not reported

Assets Under Management

Not reported

Total Clients

12

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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Santosh Rao’s Registration & Firm History

NY

06/04/2020 - Present

Vntr Securities LLC (New York NY)

NY

12/02/2010 - 09/13/2011

EVERCORE GROUP L.L.C. (NEW YORK NY)

NY

09/27/2004 - 01/18/2008

BROADPOINT CAPITAL, INC. (NEW YORK NY)

NY

08/05/2003 - 07/20/2004

BLAYLOCK & PARTNERS, L.P. (NEW YORK NY)

NY

02/26/2001 - 10/03/2002

DRESDNER KLEINWORT WASSERSTEIN SECURITIES LLC (NEW YORK NY)

NY

12/05/2000 - 02/26/2001

WASSERSTEIN PERELLA SECURITIES, INC. (NEW YORK NY)

NY

06/03/1998 - 12/06/2000

PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)

NY

05/22/1995 - 04/14/1998

PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)

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Licenses & Designations

BC

Issued 04/26/2011

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/23/2011

Series 16 - NYSE Supervisory Analyst Examination

BC

Issued 03/17/2011

Series 87 - Research Analyst Exam - Part II Regulations Module

BC

Issued 04/06/2005

Series 86 - Research Analyst Exam - Part I Analysis Module

BC

Issued 05/19/1995

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Santosh Rao.
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