Laurence Santagata is a registered investment advisor, based in Mayfield Heights, OH, with 21 years of industry experience.
Location
6181 Mayfield Road, Mayfield Heights, OH, 44124
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Laurence is an agent for Avantax Insurance Agency and/or Avantax Insurance Services, selling annuities. He also refers health insurance work to another agent. Laurence owns Santagata Fini, LLC, providing accounting services and tax preparation, taking nearly full-time.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
State Registrations9 states
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