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Charles William Santoro

STERLING INVESTMENT PARTNERS ADVISERS, LLC·WESTPORT, Connecticut
Clean recordSTERLING INVESTMENT PARTNERS ADVISERS, LLC
285 RIVERSIDE AVE, WESTPORT, CT 06880-4806CRD# 2150657Firm CRD# 156946

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Charles William Santoro · WESTPORT, CT
Registration
CRD #2150657 · STERLING INVESTMENT PARTNERS ADVISERS, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Charles William Santoro is a registered financial advisor based in WESTPORT, Connecticut, affiliated with STERLING INVESTMENT PARTNERS ADVISERS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
Introduction

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03

Firm Overview

Firm
STERLING INVESTMENT PARTNERS ADVISERS, LLC
STERLING INVESTMENT PARTNERS ADVISERS, LLC
AUM
$1.7B
Regulatory assets under management
Employees
20
Total firm employees
View all advisors at STERLING INVESTMENT PARTNERS ADVISERS, LLC →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Other: MONITORING FEES, AND CERTAIN OTHER PORTFOLIO COMPANY FEES
Regulatory
SEC/IARD CRD# 2150657
Firm CRD# 156946
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Charles William Santoro offer?
Charles William Santoro specializes in Retirement Planning. Contact their office in WESTPORT, Connecticut for a consultation.
What are Charles William Santoro's credentials?
Charles William Santoro is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Charles William Santoro located?
Charles William Santoro is based in WESTPORT, Connecticut, working with STERLING INVESTMENT PARTNERS ADVISERS, LLC. Their office serves clients in the WESTPORT metropolitan area and surrounding communities.
How does Charles William Santoro charge for services?
Charles William Santoro's firm is compensated through percentage of aum, performance-based fees, other: monitoring fees, and certain other portfolio company fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is STERLING INVESTMENT PARTNERS ADVISERS, LLC?
STERLING INVESTMENT PARTNERS ADVISERS, LLC has approximately 20 employees and manages $1.7B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at STERLING INVESTMENT PARTNERS ADVISERS, LLC

Michael Andrew Barr
WESTPORT, CT
Douglas Lorie Newhouse
WESTPORT, CT
Morris William Macey
WESTPORT, CT
Pei Nmn Xu
WESTPORT, CT
William Lester Selden
WESTPORT, CT
William Peter Russell
WESTPORT, CT

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Research
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