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SS

Stephen V. Santoro

G. A. REPPLE & COMPANY
CLEVELAND, TN
Some features on this profile are disabled
CRD#: 3047020
SS

Professional summary

Stephen Vincent Santoro, who also goes by Steve VIncent Santoro, Stephen Vincent Santoro, Mba, ~, is a registered financial advisor currently at G. A. REPPLE & COMPANY located in Cleveland, Tennessee.

Stephen is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1998. Stephen has worked at 9 firms and has passed the Series 66 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Steve Vincent Santoro | Stephen Vincent Santoro, Mba | ~

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Stephen Vincent Santoro's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

August 1, 2022 - Present

G. A. REPPLE & COMPANY

RIA
BD
CRD#: 17486
CLEVELAND, TN
Past

July 11, 2016 - August 2, 2022

SUMMIT WEALTH PARTNERS, LLC

RIA
CRD#: 283648
BONITA SPRINGS, FL
Past

January 5, 2016 - August 19, 2016

SUMMIT WEALTH PARTNERS, LLC

RIA
CRD#: 134620
Bonita Springs, FL
Past

March 5, 2013 - March 26, 2016

SMC ADVISORY NETWORK, LLC

RIA
CRD#: 165389
BONITA SPRINGS, FL
Past

May 20, 2008 - December 5, 2012

MONEY CONCEPTS CAPITAL CORP

RIA
CRD#: 12963
BONITA SPRINGS, FL
Past

May 19, 2008 - December 5, 2012

MONEY CONCEPTS CAPITAL CORP

BD
CRD#: 12963
BONITA SPRINGS, FL
Past

January 24, 2006 - May 26, 2006

NAMCOA

RIA
CRD#: 133978
NAPLES, FL
Past

January 19, 2006 - May 24, 2006

WOODSTOCK FINANCIAL GROUP, INC.

BD
CRD#: 38095
NAPLES, FL
Past

July 19, 2004 - November 10, 2005

G. A. REPPLE & COMPANY

RIA
CRD#: 17486
BONITA SPRINGS, FL
Past

June 11, 2003 - November 10, 2005

G. A. REPPLE & COMPANY

BD
CRD#: 17486
CASSELBERRY, FL
Past

July 23, 1998 - May 2, 2003

AMERIPRISE FINANCIAL SERVICES, LLC

RIA
CRD#: 6363
NAPLES, FL
Past

July 17, 1998 - May 2, 2003

IDS LIFE INSURANCE COMPANY

BD
CRD#: 6321
MINNEAPOLIS, MN
Past

July 17, 1998 - May 2, 2003

AMERIPRISE FINANCIAL SERVICES, LLC

BD
CRD#: 6363
MINNEAPOLIS, MN

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
GA
G. A. REPPLE & COMPANY
123-INVESTING | WOLFE FINANCIAL GROUP | WITTHAUER FINANCIAL GROUP | WALKER FINANCIAL | TRINITY WEALTH MANAGEMENT | THOMAS STROBHAR FINANCIAL | TELEIOS FINANCIAL PARTNERS | REPPLE WEALTH MANAGEMENT | REPPLE WEALTH GROUP | MANGROVE FINANCIAL GROUP | KINGDOM FINANCIAL SERVICES | HORIZON FINANCIAL SOLUTIONS | HARVEST FINANCIAL | GVC INVESTMENTS | G. A. REPPLE & COMPANY | EXODUS FINANCIAL SERVICES | ENGWALL CLARK AND ASSOCIATES | ENGEDI FINANCIAL | DAN HARDT FINANCIAL SERVICES | COVENANT FINANCIAL MANAGEMENT | CHRISTIAN FAMILY FINANCIAL | BOB HOLBROOK INVESTMENT SERVICES | AVANTI WEALTH MANAGEMENT | ANSEVIN ASSET MANAGEMENT | ALICEA SERVICES | ALAN SIEGEL FINANCIAL SERVICES

CRD#: 17486 / SEC#: 801-63426, 8-35315

RIA
Registered Investment Advisory firm - SEC (9/16/2004 Approved)
Arkansas
Registered Investment Advisory firm - SEC (9/23/2004 Terminated)
California
Registered Investment Advisory firm - SEC (12/16/2004 Terminated)
Colorado
Registered Investment Advisory firm - SEC (12/17/2004 Terminated)
Florida
Registered Investment Advisory firm - SEC (12/16/2004 Terminated)
Georgia
Registered Investment Advisory firm - SEC (12/16/2004 Terminated)
Indiana
Registered Investment Advisory firm - SEC (12/16/2004 Terminated)
Kansas
Registered Investment Advisory firm - SEC (12/16/2004 Terminated)
Kentucky
Registered Investment Advisory firm - SEC (12/16/2004 Terminated)
Louisiana
Registered Investment Advisory firm - SEC (2/11/2005 Terminated)
Maryland
Registered Investment Advisory firm - SEC (12/16/2004 Terminated)
Massachusetts
Registered Investment Advisory firm - SEC (12/16/2004 Terminated)
Missouri
Registered Investment Advisory firm - SEC (12/16/2004 Terminated)
New Hampshire
Registered Investment Advisory firm - SEC (12/16/2004 Terminated)
North Carolina
Registered Investment Advisory firm - SEC (12/16/2004 Terminated)
Ohio
Registered Investment Advisory firm - SEC (12/16/2004 Terminated)
Rhode Island
Registered Investment Advisory firm - SEC (12/16/2004 Terminated)
South Carolina
Registered Investment Advisory firm - SEC (12/16/2004 Terminated)
Tennessee
Registered Investment Advisory firm - SEC (12/17/2004 Terminated)
Texas
Registered Investment Advisory firm - SEC (12/16/2004 Terminated)
Virginia
Registered Investment Advisory firm - SEC (12/16/2004 Terminated)
Washington
Registered Investment Advisory firm - SEC (12/16/2004 Terminated)
BD
Broker-Dealer Firm Regulated by FINRA (Florida district office)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Florida
(8/2/2022)
IAR
Illinois
(8/12/2022)
IAR
Maryland
(9/1/2022)
IAR
Michigan
(9/22/2022)
IAR
Missouri
(8/1/2022)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 4/23/2004
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7
Date: 7/16/1998
General Securities Representative Examination

Current Firm

GA
G. A. REPPLE & COMPANY
123-INVESTING | WOLFE FINANCIAL GROUP | WITTHAUER FINANCIAL GROUP | WALKER FINANCIAL | TRINITY WEALTH MANAGEMENT | THOMAS STROBHAR FINANCIAL | TELEIOS FINANCIAL PARTNERS | REPPLE WEALTH MANAGEMENT | REPPLE WEALTH GROUP | MANGROVE FINANCIAL GROUP | KINGDOM FINANCIAL SERVICES | HORIZON FINANCIAL SOLUTIONS | HARVEST FINANCIAL | GVC INVESTMENTS | G. A. REPPLE & COMPANY | EXODUS FINANCIAL SERVICES | ENGWALL CLARK AND ASSOCIATES | ENGEDI FINANCIAL | DAN HARDT FINANCIAL SERVICES | COVENANT FINANCIAL MANAGEMENT | CHRISTIAN FAMILY FINANCIAL | BOB HOLBROOK INVESTMENT SERVICES | AVANTI WEALTH MANAGEMENT | ANSEVIN ASSET MANAGEMENT | ALICEA SERVICES | ALAN SIEGEL FINANCIAL SERVICES

CRD#: 17486 / SEC#: 801-63426, 8-35315

RIA
Registered Investment Advisory firm - SEC (9/16/2004 Approved)
Arkansas
Registered Investment Advisory firm - SEC (9/23/2004 Terminated)
California
Registered Investment Advisory firm - SEC (12/16/2004 Terminated)
Colorado
Registered Investment Advisory firm - SEC (12/17/2004 Terminated)
Florida
Registered Investment Advisory firm - SEC (12/16/2004 Terminated)
Georgia
Registered Investment Advisory firm - SEC (12/16/2004 Terminated)
Indiana
Registered Investment Advisory firm - SEC (12/16/2004 Terminated)
Kansas
Registered Investment Advisory firm - SEC (12/16/2004 Terminated)
Kentucky
Registered Investment Advisory firm - SEC (12/16/2004 Terminated)
Louisiana
Registered Investment Advisory firm - SEC (2/11/2005 Terminated)
Maryland
Registered Investment Advisory firm - SEC (12/16/2004 Terminated)
Massachusetts
Registered Investment Advisory firm - SEC (12/16/2004 Terminated)
Missouri
Registered Investment Advisory firm - SEC (12/16/2004 Terminated)
New Hampshire
Registered Investment Advisory firm - SEC (12/16/2004 Terminated)
North Carolina
Registered Investment Advisory firm - SEC (12/16/2004 Terminated)
Ohio
Registered Investment Advisory firm - SEC (12/16/2004 Terminated)
Rhode Island
Registered Investment Advisory firm - SEC (12/16/2004 Terminated)
South Carolina
Registered Investment Advisory firm - SEC (12/16/2004 Terminated)
Tennessee
Registered Investment Advisory firm - SEC (12/17/2004 Terminated)
Texas
Registered Investment Advisory firm - SEC (12/16/2004 Terminated)
Virginia
Registered Investment Advisory firm - SEC (12/16/2004 Terminated)
Washington
Registered Investment Advisory firm - SEC (12/16/2004 Terminated)
BD
Broker-Dealer Firm Regulated by FINRA (Florida district office)
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Contact information

Main Address
101 Normandy Rd, Casselberry, FL 32707
Mailing Address
101 Normandy Rd, Casselberry, FL 32707
Phone number
(407) 339-9090
Established
Florida since 11/05/1985
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees
68

SEC notice filing (51 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

FINRA licenses (51 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Customer Relationship Summary (CRS / FINRA)Latest Form ADV

Part 2 Brochures

GA REPPLE ADV WRAP BROCHURE - DIRECT DTD 3-28-2018 (3/31/2025)
2024 -10-30 GAR PART 2A OF FORM ADV_RELEASE (3/31/2025)
FMAX BROCHURE 2021 (3/31/2025)
GA REPPLE OPTIMIZED INVESTMENT PLATFORM - DTD 3-28-18 (3/31/2025)

Direct owners and executive officers

NamePositionCRD#
G.A. REPPLE FINANCIAL GROUP, INC.PARENT CORPORATION
GONOUD, PAULFINOP3151453
MOYER, TIMOTHY GLENNCCO2555859
MOYER, TIMOTHY GLENNCOO2555859
REPPLE, GLENN ALLENPRESIDENT, GEN SEC PRINCIPAL374301

Regulatory assets under management

Total Number of Accounts3,349
AUM (Assets Under Management)$ 614,731,911

Disclosures

Regulatory Event8
Arbitration2

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.

Company Information

G. A. REPPLE & COMPANY

CRD#: 17486Cleveland, TN

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