David P Santoro

Employer firm

Commonwealth Financial Network CRD 8032

$213B regulatory AUM 20,450 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2012 → 10/2020
  Mcb Financial Services
  Mansfield, MA
• 07/2012 → Present
  Commonwealth Financial Network
  Waltham, MA
• 10/2020 → Present
  Santoro Financial Planning Group
  North Attleboro, MA

Previous Registrations

• 2010-06-17 → 2012-07-27
  Eagle Strategies Llc
  Waltham, MA

Other Businesses

1. Fixed insurance sales; as of 08/01/2012, 20% of time spent during business hours, Conducted at branch; Investment related. 2. Co-Owner and landlord of rental properties located in Mansfield, MA, Bellingham, MA and Pawtucket, RI; as of 2012, Less than 1% of time spent during business hours, Not Conducted at branch location; Investment related. 3. Owner, Marathon QCC Properties, LLC, an entity created for the purpose of buying and managing commercial real estate, as of 07/28/2021; Less than 1% of time spent during business hours; Conducted at branch; Investment related. 4. Owner, Santoro Financial Planning Group, LLC; a private entity established to facilitate securities, advisory, and insurance business; as of 10/16/2020; 90% time spent during business hours; Conducted at branch; Investment related.

Exams

• S63 Uniform Securities Agent State Law Examination
  2008-12-16

Designations

• Certified Financial Planner

Other Names

• David Peter Santoro