Deborah Marie Sante

Employer firm

&Partners CRD 3767

$30.3B regulatory AUM

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

• 02/2010 → 02/2021
  Benjamin F Edwards & Co
  St. Louis, MO
• 02/2021 → 10/2022
  Archford Capital Strategies, Llc
  Swansea, IL
• 03/2021 → 10/2022
  Purshe Kaplan Sterling Investments
  Albany, NY
• 10/2022 → 10/2023
  Unemployed
  Swansea, IL
• 10/2023 → Present
  &Partners, Llc
  Nashville, TN

Previous Registrations

• 2021-02-16 → 2022-10-21
  Archford Capital Strategies, Llc
  Swansea, IL
• 2011-11-08 → 2021-02-09
  Benjamin F. Edwards & Company, Inc.
  St. Louis, MO
  St. Louis, MO
  St. Louis, MO

Exams

• S63 Uniform Securities Agent State Law Examination
  2015-06-26
• S65 Uniform Investment Adviser Law Examination
  2011-11-07

Designations

• Certified Financial Planner

Other Names

• Deborah Marie Mccann
• Deborah Marie Bergman
• Deborah Marie Placke
• Deborah Marie Sante