Sowell Management

Investment Advisor
in North Little Rock, AR

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About this Advisor

Dawn Santoriello is a financial advisor in North Little Rock, Arkansas. Currently an advisor at Sowell Management, Santoriello has 10 years of professional experience in the financial advisory industry. Santoriello maintains Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative. Santoriello is able to operate based out of New Jersey and Pennsylvania. Over the course of their career, they have held roles at Ohio National Financial Services, The O.N. Equity Sales Company, Hornor, Townsend & Kent, In, Fortune Financial Services, Inc, Prosperity Wealth Management, Inc, S Squared Retirement Solutions LLC, Ds Financial Strategies, LLC, Caitlin John, LLC, Advanced Financial Partners, Wealth Planners Group and Sowell Management. Sowell Management is headquartered in North Little Rock, Arkansas, and has 49 additional offices in the United States. As a company, Sowell Management oversees $2 billion in assets throughout 10,321 accounts and employs more than 161 people. The level of assets currently under the firm's management places it among the largest investment advisory firms in the United States. The firm manages 10,170 accounts on a discretionary basis, meaning the advisor makes investment decisions at their discretion. Currently 9% of the investment firm's customers are high-net-worth individuals, meaning they have more than $1 million in assets. Sowell Management offers financial planning services, portfolio management for individuals and small businesses and selection of other advisers. The firm may charge clients asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years of Experience

10 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees



Office Location

5320 Northshore Drive
North Little Rock, AR 72118

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Sowell Management Brokerage Details

Total Assets Under Management


AR Average: $880,205,985
Total Number of Employees


AR Average: 42
Total Number of Accounts


AR Average: 1,714
Average Account Size


AR Average: $513,539

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers

Dawn Santoriello Work History

Dawn has 10 years of experience.

2019 - Present (3 years)

Sowell Management

2015 - Present (7 years)

Ds Financial Strategies, LLC

2016 - 2019 (3 years)

Caitlin John, LLC

2015 - 2015 (< 1 year)

Fortune Financial Services, Inc

2015 - 2015 (< 1 year)

Prosperity Wealth Management, Inc

2015 - 2016 (1 year)

S Squared Retirement Solutions LLC

2012 - 2013 (1 year)

Hornor, Townsend & Kent, In

2012 - 2015 (3 years)

Advanced Financial Partners

2010 - 2012 (2 years)

Ohio National Financial Services

2010 - 2012 (2 years)

The O.N. Equity Sales Company

2010 - 2012 (2 years)

Wealth Planners Group


Dawn Santoriello has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Sowell Management

Henry Sanders
Little Rock, AR
Chris Clark
North Little Rock, AR
Keith Krueger
North Little Rock, AR
Samuel Kornstein
Boston, MA
Jessica Poynter
Little Rock, AR
Brady Buskirk
Gig Harbor, WA
Dawn Santoriello
North Little Rock, AR
Matthew Reakus
Marlton, NJ

The content in this profile was updated on 08/06/2020, using data compiled from the SEC and FINRA.

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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