Anthony J Santoro
Investment adviser representative at Simon Quick Advisors, LLC
10 yearsExperience
1 stateRegistered in
$9BFirm assets
22 yearsFirm in business
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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 feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
10 years in the industry.
- Simon Quick Advisors, LLCAug 2022 to now
- Arista Wealth Advisors, LtdAug 2018 to Aug 2022
- Northwestern Mutual Wealth Management CompanyApr 2017 to Aug 2018
- Northwestern Mutual Investment Services LLCFeb 2016 to Aug 2018
Exams passed
- Series 66 · Uniform Combined State Law2016
State registrations
Registered as an investment adviser representative in 1 state (NY).
Simon Quick Advisors, LLC
$9BAssets managed
1,042Clients
41Advisers
22 yearsIn 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
- 6579198
- Firm CRD
- 132330