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Tara Santoro
5 Years of Experience
Somers, NY
1 DisclosureBroker
Tara Santoro is a registered investment advisor at Raymond James & Associates, INC., based in Somers, NY, with 5 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B
Fee Structure
Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
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Location
341 Route 202, Suite 1A, Somers, NY, 10589
Get directionsHistory
Regulatory History (1)
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Criminal
September 1981Final Disposition
Employment History
Current Registrations
Raymond James & Associates, INC.
December 2021 - Present · 4 yrs 5 mos
Raymond James & Associates, INC.Broker
February 2021 - Present · 5 yrs 3 mos
State Registrations1 state
NY
AdvisorBrokerBoth
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
No exam information available for this advisor.