Dawn Marie Santoriello

Current Employers

Employment History

• 06/2015 → 12/2016
  S Squared Retirement Solutions Llc
  Morristown, NJ
• 06/2015 → Present
  Ds Financial Strategies, Llc
  Yardley, PA
• 12/2016 → 08/2019
  Caitlin John, Llc
  Brighton, MI
• 08/2019 → 12/2021
  Sowell Management
  North Little Rock, AR
• 01/2022 → 10/2022
  Efficient Advisors, Llc
  Yardley, PA
• 10/2022 → 03/2023
  Attleboro Wealth Management Llc Dba Ds Financial Strategies
  Yardley, PA
• 03/2023 → Present
  Efficient Advisors, Llc
  Yardley, PA
• 04/2026 → Present
  Ds Financial Strategies, Llc
  King Of Prussia, PA

Previous Registrations

• 2023-03-20 → 2026-06-01
  Efficient Advisors
  Yardley, PA
• 2022-10-04 → 2023-03-20
  Attleboro Wealth Management Llc
  Yardley, PA
  Yardley, PA
• 2022-01-04 → 2022-10-05
  Efficient Advisors
  Philadelphia, PA
• 2019-08-08 → 2021-12-31
  Sowell Management
  King Of Prussia, PA
  North Little Rock, AR
  King Of Prussia, PA
• 2016-12-06 → 2019-10-07
  Simplyria Advisor Network
  Yardley, PA
  Brighton, MI
• 2015-07-01 → 2016-12-27
  S Squared Retirement Solutions Llc
  Montville, NJ
• 2015-02-23 → 2015-06-17
  Exodus Wealth, Llc
  Fort Lauderdale, FL
• 2013-08-19 → 2015-02-20
  Coinbase Capital Markets Corp
  Lower Gwynedd, PA
  New York, NY
  San Diego, CA
• 2012-02-01 → 2013-08-22
  Hornor, Townsend & Kent, Llc
  Dunmore, PA
  Glen Rock, NJ
  Dunmore, PA
• 2010-05-21 → 2012-01-31
  On Investment Management Co
  Clarks Summit, PA
  Cincinnati, OH
• 2008-02-20 → 2010-05-18
  Msi Financial Services, Inc.
  Moosic, PA
  Moosic, PA

Other Businesses

1) INSURANCE BROKERAGE - DBA: DS FINANCIAL STRATEGIES, LLC, INVESTMENT-RELATED, 23205 Cornerstone Dr, Yardley PA 19067; INSURANCE SALES AND SERVICES, AGENT, START DATE: 3/7/2005, APPROXIMATE NUMBER OF HOURS/WEEK: 20, WITH SOME DURING MARKET HOURS, DUTIES: LIFE, ACCIDENT, HEALTH, DISABILITY AND LONG-TERM CARE INSURANCE SALES AND SERVICES FOR MULTIPLE CARRIERS INCLUDING PENN MUTUAL LIFE INSURANCE COMPANY. 2. Isagenix; not investment related, located at 23205 Cornerstone Dr, Yardley PA 19067; network marketing business, health coach, started 2/1/2017, no time spent but still receive passive income. 3. DS Enterprises; not investment related; Paid speaking engagements & coaching, since 4/2020, residential address, Position: President, Nature: published a book, provides speaking engagements and coaches clients on the clearing of their money books like life coaching. 5 hours per month; all during trading hours, Compensation: Varies. 5. Fem City Philadelphia, A womens organziation. President. Not investment related. 1 hours per month, 1 hours during trading, compensation: 23205 Cornerstone Dr, Yardley PA 19067. Commission on anyone who joins the group.

Exams

• S65 Uniform Investment Adviser Law Examination
  2008-02-19
• S63 Uniform Securities Agent State Law Examination
  2005-04-20

Designations

Other Names

• Dawn Santoriello
• Dawn M. Santoriello