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 Divorce Planning, Education Planning, Estate Planning, Financial Planning & Coaching, and 1 more. Their firm serves 3,487 clients with $610M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
G.A. Repple & Company offers investment management services where advisors manage your investments. These accounts can be managed with or without your prior approval for each trade. You can also access third-party asset managers through GAR. Fees vary depending on the program chosen.
Direct Asset Management Services offer both wrap and non-wrap fee options. Wrap accounts bundle advisory and transaction fees into one fee. Non-wrap accounts charge advisory fees and separate transaction fees.
GAR also offers the GA Repple Optimized Investment Platform wrap program with ETF and Biblically Responsible Investing strategies. FMAX wrap programs and UMA programs are also available. Fees are calculated monthly or quarterly and may be billed in advance or arrears.
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.