Olivia R. Santora

D'ARCANGELO FINANCIAL ADVISORS

POUGHKEEPSIE, NY 12603

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CRD#: 8283638

Professional summary

Olivia R Santora is a registered financial advisor currently at D'ARCANGELO FINANCIAL ADVISORS, LLC located in Poughkeepsie, New York.

Olivia is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2026. Olivia has worked at 1 firm and has passed the Series 65 exam.

At a Glance

Always Fiduciary

Aliases

None

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 Olivia R Santora's 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

July 30, 2026 - Present

D'ARCANGELO FINANCIAL ADVISORS, LLC

Office #1: 510 Haight Avenue Suite 201, Poughkeepsie, NY 12603

RIA

CRD#: 117833

POUGHKEEPSIE, NY

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

Connecticut
(7/30/2026)

IAR

New York
(7/30/2026)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 7/30/2026

Uniform Investment Adviser Law Examination

Current Firm

D'ARCANGELO FINANCIAL ADVISORS, LLC

CRD#: 117833 / SEC#:

Connecticut

Registered Investment Advisory firm - (3/16/2018 Approved)

Florida

Registered Investment Advisory firm - (1/13/2011 Approved)

Massachusetts

Registered Investment Advisory firm - (7/2/2025 Approved)

New Jersey

Registered Investment Advisory firm - (1/29/2024 Approved)

New York

Registered Investment Advisory firm - (10/14/1999 Approved)

Pennsylvania

Registered Investment Advisory firm - (11/18/2014 Terminated)

South Carolina

Registered Investment Advisory firm - (9/27/2019 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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Contact information

Main Address

510 Haight Avenue Suite 201, Poughkeepsie, NY 12603

Mailing Address

Phone number

(845) 473-8261

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Red Flags

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Olivia R. Santora

Professional summary

At a Glance

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Olivia R Santora's CRS (Customer Relationship Summary).

Certified licenses

Experience

D'ARCANGELO FINANCIAL ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 7/30/2026

Current Firm

D'ARCANGELO FINANCIAL ADVISORS, LLC

Contact information

Documents

Red Flags

Company Information

D'ARCANGELO FINANCIAL ADVISORS, LLC

TRUST BUT VERIFY

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