Christopher Santini
Christopher Santini is a registered investment advisor at Osaic Wealth, INC., based in Mt Sinai, NY, with 38 years of industry experience. Christopher operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Investment Management, and 1 more. Their firm serves 574,829 clients with $200B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Osaic Wealth offers investment management through several platforms, including Advisor Managed Portfolios, Unified Managed Accounts, and Signator Managed Account Platform. Fees are negotiable and based on a percentage of the assets in your account. The fees cover advisory services, custodial services, and in some cases, transaction costs. Mutual funds and ETFs within these accounts have their own internal fees. Some programs have wrap accounts where all costs are bundled into one fee.
Location
620 Route 25A, Suite D, Mt Sinai, NY, 11766
Get directionsHistory
Regulatory History (1)
Regulatory
December 1989Other Business ActivitiesSells Insurance
Christopher is a representative for NYLTCB (now Advisors Insurance Brokers) selling life and health insurance and fixed annuities. He is also a partner at First Financial Advisors Group DBA for Santini and Tastrom, LLC, dedicating full-time hours to this role.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
National Planning Corporation ("npc of America" in Fl & Ny)
National Planning CorporationBroker
Timecapital Investor Advisory Services INC
Timecapital Securities CorporationBroker
Dean Witter Reynolds INC.Broker
Castle Securities CORP.Broker
Global Capital Securities, INC.Broker
Investors Center, INC.Broker
Blinder, Robinson & CO., INC.Broker
State Registrations14 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.