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John Francis Santry

COURT PLACE ADVISORS LLC·ELLICOTT CITY, Maryland
Series 7, Series 24, Series 63, Series 65Clean record27 years registeredCOURT PLACE ADVISORS LLC
3300 NORTH RIDGE ROAD, ELLICOTT CITY, MD 21043CRD# 866674Firm CRD# 108545

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
John Francis Santry · ELLICOTT CITY, MD
Registration
CRD #866674 · COURT PLACE ADVISORS LLC · 27 years registered
Brand Profile
Not yet started
01

Career History

MAI CAPITAL MANAGEMENT, LLC
Dec 2025 – present
COURT PLACE ADVISORS LLC
Feb 1999 – Dec 2025
Naples, FL
02

Registrations & Exams

FINRA examinations passed
Series 7
Series 24
Series 63
Series 65
Registration record
First registered · February 17, 1999
Years registered · 27
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
COURT PLACE ADVISORS LLC
CRD 108545 · SEC 801-57317
AUM
$378M
Regulatory assets under management
Employees
7
315 client accounts
Services offered by COURT PLACE ADVISORS LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at COURT PLACE ADVISORS LLC →
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05

Frequently Asked Questions

What services does John Francis Santry offer?
John Francis Santry specializes in Financial Planning, Investment Management. Contact their office in ELLICOTT CITY, Maryland for a consultation.
What are John Francis Santry's credentials?
John Francis Santry is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is John Francis Santry located?
John Francis Santry is based in ELLICOTT CITY, Maryland, working with COURT PLACE ADVISORS LLC. Their office serves clients in the ELLICOTT CITY metropolitan area and surrounding communities.
How does John Francis Santry charge for services?
John Francis Santry's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is COURT PLACE ADVISORS LLC?
COURT PLACE ADVISORS LLC has approximately 7 employees and manages $378M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at COURT PLACE ADVISORS LLC

Benjamin Henry Dorsey
ELLICOTT CITY, MD
Robert James Wieder
ELLICOTT CITY, MD

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