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Peter Anthony Santoriello

PASCO INVESTMENT ADVISORS INC·WESTFIELD, New Jersey
Series 2, Series 65Clean record31 years registeredPASCO INVESTMENT ADVISORS INC
509 EAST BROAD ST., WESTFIELD, NJ 07090-2115CRD# 2254463Firm CRD# 106133

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Peter Anthony Santoriello · WESTFIELD, NJ
Registration
CRD #2254463 · PASCO INVESTMENT ADVISORS INC · 31 years registered
Brand Profile
Not yet started
01

Career History

PASCO INVESTMENT ADVISORS INC
Jan 1995 – present
02

Registrations & Exams

FINRA examinations passed
Series 2
Series 65
Registration record
First registered · January 3, 1995
Years registered · 31
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
PASCO INVESTMENT ADVISORS INC
CRD 106133 · SEC 801-47690
AUM
$79M
Regulatory assets under management
Employees
2
99 client accounts
Services offered by PASCO INVESTMENT ADVISORS INC
Per Form ADV
Portfolio management (individuals)
Selection of other advisers
Client types served by the firm
Per Form ADV
Individuals
View all advisors at PASCO INVESTMENT ADVISORS INC →
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05

Frequently Asked Questions

What services does Peter Anthony Santoriello offer?
Peter Anthony Santoriello specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in WESTFIELD, New Jersey for a consultation.
What are Peter Anthony Santoriello's credentials?
Peter Anthony Santoriello is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Peter Anthony Santoriello located?
Peter Anthony Santoriello is based in WESTFIELD, New Jersey, working with PASCO INVESTMENT ADVISORS INC. Their office serves clients in the WESTFIELD metropolitan area and surrounding communities.
How does Peter Anthony Santoriello charge for services?
Peter Anthony Santoriello'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 PASCO INVESTMENT ADVISORS INC?
PASCO INVESTMENT ADVISORS INC has approximately 2 employees and manages $79M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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