Anthony
Santoloci

Shufro, Rose & Co., LLC

CRD#6016574
Investment Advisor
in New York, NY

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About this Advisor

Anthony Santoloci is a financial advisor based in New York, New York, working with Shufro, Rose & Co., LLC. Anthony has previously held positions at Ameriprise Financial Services, Inc, Niagara International Capital Limited, Gilder Gagnon Howe, and Shufro Rose & Co., LLC. Anthony has passed the Series 66 regulatory exam and is registered to provide services in New York. Currently, Anthony is part of Shufro, Rose & Co., LLC, which operates out of New York, New York. The firm has 26 employees and manages assets totaling $2.0 billion. The firm serves a variety of clients, including high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. The fee structure at Shufro, Rose & Co., LLC includes asset-based and fixed fees.

Certifications and Registrations

Series 66

Services Offered

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

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

600 Lexington Avenue 15Th Floor
New York, NY 10022

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Shufro, Rose & Co., LLC Brokerage Details

Total Assets Under Management

$2,000,848,944

NY Average: $7,464,549,021
Total Number of Employees

26

NY Average: 88
Total Number of Accounts

1,324

NY Average: 3,892
Average Account Size

$1,511,215

NY Average: $1,917,921

Investment Advisory Services

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

Anthony Santoloci Work History

2019 - Present (5 years)

Shufro Rose & Co., LLC

2017 - 2017 (< 1 year)

Niagara International Capital Limited

2017 - 2019 (2 years)

Gilder Gagnon Howe

2012 - 2017 (5 years)

Ameriprise Financial Services, Inc

Disclosures

Please visit the SEC profile of Anthony Santoloci to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Shufro, Rose & Co., LLC

Aimee Adler
New York, NY
Gerson Ossers
New York, NY
Anthony Santoloci
New York, NY
Tonia Kaminsky
New York, NY
John Contant
New York, NY
Gregory Shufro
New York, NY
Barbara Silverman
New York, NY
Harvey Wacht
New York, NY

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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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 the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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