Anthony Santo
Investment adviser representative at Partners Capital Services, Inc.
10 yearsExperience
2 statesRegistered in
$109.1MFirm assets
12 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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
10 years in the industry.
- Partners Capital Services, Inc.Dec 2025 to now
- American Capital PartnersDec 2025 to now
- Rockline Wealth Management LLCMay 2023 to now
- LPL Financial LLCNov 2021 to Jun 2024
- Fidelity InvestmentsOct 2021 to Nov 2021
- Bank of America, N.A.Oct 2018 to Oct 2021
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedAug 2018 to Oct 2021
- Brown & Brown InsuranceSep 2017 to Aug 2018
- Town of IslipAug 2016 to Aug 2017
Exams passed
- Series 66 · Uniform Combined State Law2018
State registrations
Registered as an investment adviser representative in 2 states (FL, NY).
Partners Capital Services, Inc.
$109.1MAssets managed
238Clients
13Advisers
12 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
- 7005813
- Firm CRD
- 127621