Palmerino P. Santaniello
Professional summary
Palmerino Pasquale Santaniello, who also goes by Paul Santaniello, is a registered financial advisor currently at BROOKSTONE CAPITAL MANAGEMENT LLC located in Longmeadow, Massachusetts.
Palmerino is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1983. Palmerino has worked at 28 firms and has passed the Series 65, Series 63, Series 7, Series 6 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Palmerino Pasquale Santaniello's CRS (Customer Relationship Summary).
Certified licenses
Experience
March 3, 2020 - Present
BROOKSTONE CAPITAL MANAGEMENT LLC
Office #1: 813 Williams Street, Longmeadow, MA 01106October 18, 2019 - March 4, 2020
SIMPLICITY WEALTH
August 7, 2017 - September 25, 2019
AE WEALTH MANAGEMENT, LLC
March 7, 2016 - July 21, 2017
FOUNDATIONS INVESTMENT ADVISORS LLC
October 7, 2013 - March 1, 2016
BROOKSTONE CAPITAL MANAGEMENT LLC
November 13, 2012 - October 11, 2013
INTEGRITY ALLIANCE, LLC.
November 9, 2012 - October 11, 2013
INTEGRITY ALLIANCE, LLC.
December 21, 2010 - November 9, 2012
SOUTHEAST INVESTMENTS, N.C., INC.
October 2, 2009 - December 21, 2010
USA FINANCIAL SECURITIES LLC
October 2, 2009 - December 21, 2010
USA FINANCIAL SECURITIES LLC
May 7, 2007 - October 2, 2009
WRP INVESTMENTS, INC.
May 7, 2007 - October 2, 2009
WRP INVESTMENTS, INC.
December 12, 2006 - May 9, 2007
OSAIC WEALTH, INC.
October 4, 2005 - December 11, 2006
CITIZENS SECURITIES, INC.
August 15, 2005 - December 11, 2006
CITIZENS SECURITIES, INC.
October 20, 2004 - August 9, 2005
BANC OF AMERICA INVESTMENT SERVICES, INC.
October 20, 2004 - August 9, 2005
BANC OF AMERICA INVESTMENT SERVICES, INC.
January 27, 2004 - October 20, 2004
QUICK & REILLY, INC.
January 27, 2004 - October 20, 2004
QUICK & REILLY, INC.
April 12, 2001 - February 5, 2004
CITIGROUP GLOBAL MARKETS INC.
April 5, 2001 - February 5, 2004
CITIGROUP GLOBAL MARKETS INC.
October 1, 2000 - April 3, 2001
WELLS FARGO CLEARING SERVICES, LLC
June 17, 1996 - October 1, 2000
FIRST UNION BROKERAGE SERVICES, INC.
March 18, 1994 - July 9, 1996
OSAIC INSTITUTIONS, INC.
November 5, 1993 - March 25, 1994
ADLER COLEMAN & CO., INC.
March 3, 1993 - November 11, 1993
POLARIS FINANCIAL SERVICES, INC.
April 6, 1992 - March 15, 1993
MAIN STREET MANAGEMENT COMPANY
February 4, 1992 - April 6, 1992
TUCKER ANTHONY INCORPORATED
July 20, 1990 - January 13, 1992
MML INVESTORS SERVICES, LLC
May 31, 1989 - June 19, 1990
CAPITAL BROKERAGE CORPORATION
January 28, 1988 - May 25, 1989
MORGAN STANLEY DW INC.
July 27, 1987 - January 4, 1988
A. G. EDWARDS & SONS, INC.
August 1, 1986 - August 19, 1987
E. F. HUTTON & COMPANY INC
October 7, 1985 - August 15, 1986
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
January 30, 1985 - October 11, 1985
A. G. EDWARDS & SONS, INC.
February 17, 1984 - November 26, 1984
AMERIPRISE FINANCIAL SERVICES, LLC
January 17, 1983 - January 27, 1984
FORESTERS FINANCIAL SERVICES, INC.
Primary Firm SEC Registration
BROOKSTONE CAPITAL MANAGEMENT LLC
CRD#: 141413 / SEC#: 801-68010
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(3/3/2020)
(3/23/2020)
Exams
Current Firm
BROOKSTONE CAPITAL MANAGEMENT LLC
CRD#: 141413 / SEC#: 801-68010
Contact information
SEC notice filing (51 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 73,650 |
| AUM (Assets Under Management) | $ 10,409,137,908 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
