Claim Profile
RS

Ronald Albert Santella

TERAMO ADVISORS, LLC·NAPLES, Florida
Series 24Series 7Series 3Series 63SIE
Unclaimed Profile
9132 STRADA PLACE, NAPLES, FL 34108CRD# 1472510Firm CRD# 291574
01

About

Ronald Albert Santella is a registered financial advisor based in NAPLES, Florida, affiliated with TERAMO ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Fee-Only Advisory
Client Types
Individuals
Institutional Investors
03

Firm Overview

Firm
TERAMO ADVISORS, LLC
TERAMO ADVISORS, LLC
AUM
$191M
Regulatory assets under management
Employees
5
Total firm employees
Services
Portfolio management (individuals)
Portfolio management (pooled investments)
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 1472510
Firm CRD# 291574
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in NAPLES?

Browse all registered financial advisors in NAPLES, Florida or claim this profile if it's yours.

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Ronald Albert Santella offer?
Ronald Albert Santella specializes in Investment Management, Fee-Only Advisory. Contact their office in NAPLES, Florida for a consultation.
What are Ronald Albert Santella's credentials?
Ronald Albert Santella is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Ronald Albert Santella located?
Ronald Albert Santella is based in NAPLES, Florida, working with TERAMO ADVISORS, LLC. Their office serves clients in the NAPLES metropolitan area and surrounding communities.
How does Ronald Albert Santella charge for services?
Ronald Albert Santella's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is TERAMO ADVISORS, LLC?
TERAMO ADVISORS, LLC has approximately 5 employees and manages $191M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Browse by specialty