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Featured Business Financial Advisor in Danbury, CT
Danbury Financial Advisors
LPL Financial
83 Wooster Heights Road, Suite 125
Danbury, CT 06810
“Sensible investment management and financial planning”
Advisor Profile
Dominick Santoro
Name:  Dominick Santoro

About LPL Financial

LPL Financial is the largest independent brokerage firm in the United States.

If you are looking for a financial advisor that listens, puts your interests first, and provides advice and solutions custom tailored to your needs, then you've come to the right place.

In today's world, working with an investment professional is more important than ever. One of the most important decisions you can make is to seek the advice of a trusted, qualified advisor.

I believe no two individuals are the same. There are no "cookie cutters" in my practice. Everyone has a unique set of needs and life goals and therefore requires custom advice, investments, and planning tailored to your circumstances. I also understand that the desire not to lose one's nest egg and not outliving your resources is as important as the desire to grow one's investments? Whether you are looking to grow or preserve, or a combination of both, I can help.
 

General Information

CRD#:    4897645
States Licensed in:    Al, CT, DE, NY, NJ, FL, MA, NC, NH, PA, TX, VT
States Willing to do Business in:    Armonk,Beacon Falls,Bedford,Bedford Hills,Brewster,Bridgewater,Brookfield,Carmel,Chappaqua,Cold Spring,Cos Cob,Cross River,Croton Falls,Croton On Hudson,Darien,Goldens Bridge,Greenwich,Hopewell Junction,Katonah,Mahopac,Middlebury,Monroe,Mount Kisco,New Canaan,Newtown,North Salem,Norwalk,Old Greenwich,Oxford,Patterson,Pawling,Pleasantville,Poughquag,Pound Ridge,Purdys,Putnam Valley,Redding,Riverside,Roxbury,Sherman,Somers,South Salem,Southbury,Stamford,Stormville,Westport,Wilton,Woodbury,Yorktown Heights,Tarrytown
I work with the following types of clients:    Individual Investors, Non-Profit Organizations, Businesses
 

Services

Investment Types:    Stocks, Annuities, Insurance, Bonds, Mutual Funds, Alternative Investments, Exchange Traded Funds (ETFs), Socially Responsible Investments (SRI)
I can meet clients in the following ways:    At your office, Via phone, At my office, At your home, Via email
 

Qualifications & Memberships

Certifications, Accreditations & Designations:    MBA
Securities Licenses:    Series 7, Series 24, Series 65, Series 63
Insurance and Annuity Licenses:    Long Term Care, Variable Life, Variable Annuity, Life, Annuity
Financial Organization Memberships:    Financial Planning Association (FPA), National Association of Estate Planners & Councils (NAEPC)
 

Compensation and Fees

Minimum Portfolio Size for New Managed Accounts:    250000
 
 
 
Prepared By: Dominick Santoro

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