Dawn
Santoriello
Efficient Advisors
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About this Advisor
Dawn Santoriello is a financial advisor based in Yardley, Pennsylvania, working with Efficient Advisors. Dawn has previously held positions at Prosperity Wealth Management, Inc, Fortune Financial Services, Inc, S Squared Retirement Solutions LLC, Sowell Management, Efficient Advisors, LLC, Attleboro Wealth Management LLC Dba Ds Financial Strategies, Advanced Financial Partners, Ds Financial Strategies, LLC, and Caitlin John, LLC. Dawn has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Pennsylvania. Currently, Dawn is part of Efficient Advisors, which operates out of Yardley, Pennsylvania. The firm has 3 offices and 25 employees. The firm manages assets totaling $2.4 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and pension consulting services. The fee structure at Efficient Advisors includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Efficient Advisors Brokerage Details
$2,357,579,975
25
15,510
$152,004
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Dawn Santoriello Work History
Efficient Advisors, LLC
Ds Financial Strategies, LLC
Efficient Advisors, LLC
Attleboro Wealth Management LLC Dba Ds Financial Strategies
Sowell Management
Caitlin John, LLC
Prosperity Wealth Management, Inc
Fortune Financial Services, Inc
S Squared Retirement Solutions LLC
Advanced Financial Partners
Disclosures
Please visit the SEC profile of Dawn Santoriello 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 Efficient Advisors
Mason, OH
Yardley, PA
Matthews, NC
Cincinnati, OH
Scottsdale, AZ
Durham, NC
Mason, OH
Cincinnati, OH
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