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Olivia R Santora

D'ARcangelo Financial Advisors, LLC

Poughkeepsie, NY

CRD 8283638

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Employer firm

D'aRcangelo Financial Advisors, LLC CRD 117833

15 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting
  • Periodicals / newsletters
  • Educational seminars
  • CONSULTING SERVICES

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

Current Employers
D'ARcangelo Financial Advisors, Llc

510 Haight Avenue Suite 201, Poughkeepsie, NY 12603 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2026-08-26
NJ RA APPROVED 2026-08-12
CT RA APPROVED 2026-07-30
NY RA APPROVED 2026-07-30
  • FL RA
    APPROVED
    Since 2026-08-26
  • NJ RA
    APPROVED
    Since 2026-08-12
  • CT RA
    APPROVED
    Since 2026-07-30
  • NY RA
    APPROVED
    Since 2026-07-30

Branch Locations

510 Haight Avenue Suite 201, Poughkeepsie, NY 12603 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Mary Janes Newburgh NY 02/2015 02/2024
Burger Box New Paltz NY 03/2024 Present
  • 02/2015 → 02/2024
    Mary Janes
    Newburgh, NY
  • 03/2024 → Present
    Burger Box
    New Paltz, NY
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-07-30
  • S65 Uniform Investment Adviser Law Examination
    2026-07-30

View on SEC IAPD

Nearby Firms

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ARAX ADVISORY PARTNERS
CHARLES SCHWAB & CO., INC.

Nearby Investors

MARK STEVEN BURLINGAME
ALLISON ELISABETH CULLEY
MICHELLE LOUISE NOLEN

Nearby Offices

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · POUGHKEEPSIE, NY
ARAX ADVISORY PARTNERS · Poughkeepsie, NY
CHARLES SCHWAB & CO., INC. · Poughkeepsie, NY

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