Stephen Santoro
Stephen Santoro is a registered investment advisor at G. A. Repple & Company, based in Cleveland, TN, with 24 years of industry experience. Their practice areas include Alternative Investments, Annuities, Business Owners, Charitable Giving, and 13 more. Their firm serves 3,207 clients with $720M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.75% |
Fees vary by program, ranging from 0.25% to 2.75% maximum depending on the specific advisory program and account type selected. Fees are negotiable.
Fee Estimator
Location
Cleveland, TN
Get directionsHistory
Regulatory History (2)
Judgment / Lien
April 2009Customer Dispute
May 2005Other Business ActivitiesSells Insurance
Stephen is an independent insurance agent selling fixed insurance and annuities since 1998, dedicating a few hours per week to this activity. He is also the founder of Seed for Me, an internet platform, taking about half of his time, and a manager at Stephen V Santoro MBA LLC, dedicating about a quarter of his time.
Employment History
Current Registrations
G. A. Repple & Company
Previous Registrations
Summit Wealth Partners, LLC
Summit Wealth Partners, LLC
Smc Advisory Network, LLC
Money Concepts Advisory Service
Naples Asset Management CO., LLC
G. A. Repple & Company
American Express Financial Advisors, INC.
State Registrations5 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.
Exams
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