Matthew J Santarsiero
Investment adviser representative at Tomoro
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$335.6MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- Tomoro LLCAug 2026 to now
- Invst, LLCMar 2023 to now
- LPL Financial, LLCSep 2016 to Mar 2023
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2016
State registrations
Registered as an investment adviser representative in 1 state (NJ).
Tomoro
Legal name: Tomoro LLC
$335.6MAssets managed
782Clients
8Advisers
Under 1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6236983
- Firm CRD
- 340227