Mark Samuel Santelli

Current Employers

Employment History

• 01/2013 → 10/2025
  Cetera Advisors Llc
  El Segundo, CA
• 11/2016 → Present
  Bright Futures Wealth Management Llc
  Pittsford, NY
• 01/2005 → 05/2023
  Santelli Financial Services
  Pitsford, NY
• 06/2004 → Present
  Equimark Llc
  Nemark, NY
• 01/2004 → 10/2025
  Cetera Advisors
  Denver, CO
• 03/2024 → 10/2025
  Cetera Investment Advisers Llc
  Schaumburg, IL
• 10/2025 → Present
  Silver Oak Securities, Inc.
  Jackson, TN

Previous Registrations

• 2024-03-21 → 2025-11-14
  Cetera Investment Advisers Llc
  Webster, NY
• 2021-03-31 → 2024-03-21
  Cetera Advisors Llc
  Webster, NY
  Canandaigua, NY
  Webster, NY
  Webster, NY

Other Businesses

1. "Bright Futures Wealth Management, LLC",Is Investment Related,"1630 Empire Blvd, Suite 100, Webster, NY, 14580, United States", ADVISORY BUSINESS,ADVISOR,1/1/2017,120 hours per month,100 hours per month during trading hours, Fee Based Compensation, "FINANCIAL PLANNING, RISK ANALYSIS, ASSET ALLOCATION AND FINANCIAL ADVICE" 2. "EQUIMARK INSURANCE AGENCY, LLC",Is Not Investment Related,"1630 Empire Blvd, Suite 100, Webster, NY, 14580, United States", FIXED INSURANCE PRODUCTS,OWNER,5/26/2018,5 hours per month,0 hours per month during trading hours, Commission Compensation, FIXED INSURANCE PRODUCT SALES 3. SANTELLI PROPERTY MANAGEMENT,Is Not Investment Related,"302 E Miller Street, , Newark, NY, 14513, United States", REAL ESTATE,OWNER,9/1/1989,10 hours per month,0 hours per month during trading hours, Other Compensation, MANAGE INCOME PROPERTY

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-09-23
• S63 Uniform Securities Agent State Law Examination
  1992-07-20