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Norman Joseph Santori

SANTORI & PETERS, INC.·MONROEVILLE, Pennsylvania
Series 1, Series 7, Series 63CFPChFC35 years registeredSANTORI & PETERS, INC.
3824 NORTHERN PIKE, MONROEVILLE, PA 15146CRD# 873209Firm CRD# 105978

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Norman Joseph Santori · MONROEVILLE, PA
Registration
CRD #873209 · SANTORI & PETERS, INC. · 35 years registered
Brand Profile
Not yet started
01

Career History

SANTORI & PETERS
Apr 1991 – present
02

Registrations & Exams

FINRA examinations passed
Series 1
Series 7
Series 63
Registration record
First registered · April 2, 1991
Years registered · 35
Professional designations · CFP, ChFC
03

Disclosure History

2024Regulatory·Final

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD. Resolutions may have changed since.

04

Firm Overview

Firm
SANTORI & PETERS, INC.
CRD 105978 · SEC 801-110482
AUM
$330M
Regulatory assets under management
Employees
6
741 client accounts
Services offered by SANTORI & PETERS, INC.
Per Form ADV
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Other
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at SANTORI & PETERS, INC. →
Introduction

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05

Frequently Asked Questions

What services does Norman Joseph Santori offer?
Norman Joseph Santori specializes in Financial Planning, Investment Management. Contact their office in MONROEVILLE, Pennsylvania for a consultation.
What are Norman Joseph Santori's credentials?
Norman Joseph Santori holds the following professional designations: CFP, ChFC. These credentials require rigorous education, examination, and ongoing continuing education.
Where is Norman Joseph Santori located?
Norman Joseph Santori is based in MONROEVILLE, Pennsylvania, working with SANTORI & PETERS, INC.. Their office serves clients in the MONROEVILLE metropolitan area and surrounding communities.
How does Norman Joseph Santori charge for services?
Norman Joseph Santori'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 SANTORI & PETERS, INC.?
SANTORI & PETERS, INC. has approximately 6 employees and manages $330M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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