Dawn
Santoriello

Efficient Advisors

CRD#4897536
Investment Advisor
in Philadelphia, PA

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About this Advisor

Dawn Santoriello is a certified financial planner based in Philadelphia, Pennsylvania, with a total of 10 years of experience as a financial advisor. Santoriello currently works for Efficient Advisors. Throughout their career, they have worked at Prosperity Wealth Management, Inc, Hornor, Townsend & Kent, In, Fortune Financial Services, Inc, S Squared Retirement Solutions LLC, Sowell Management, Efficient Advisors, LLC, Advanced Financial Partners, Ds Financial Strategies, LLC and Caitlin John, LLC. Santoriello has Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is approved to advise clients in Pennsylvania. Efficient Advisors is a firm based in Philadelphia, Pennsylvania. It has offices in two locations and a total of 23 employees. It oversees $2 billion in total assets across its 12,272 customer accounts, making it one of the largest firms in the United States by assets under management. The firm provides financial advisory services to one charitable organizations. Of its 12,272 customer accounts, just 7% are associated with high-net-worth clients who have at least $1 million in assets. Efficient Advisors provides a set of services, such as financial planning services, portfolio management for individuals and small businesses and pension consulting services. Financial management fee schedules vary depending on the type of services offered. However, fees billed by Efficient Advisors most likely are comprised of any combination of asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 65, CERTIFIED FINANCIAL PLANNER™

Years of Experience

10 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services

Fee Structure

Percentage of Assets, Fixed Fees

Disclosures

No

Office Location

1801 Market Street Suite 1010
Philadelphia, PA 19103

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Efficient Advisors Brokerage Details

Total Assets Under Management

$2,192,970,123

Total Number of Employees

23

Total Number of Accounts

12,272

Average Account Size

$178,697

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services

Dawn Santoriello Work History

Dawn has 10 years of experience.

2022 - Present (0 year)

Efficient Advisors, LLC

2015 - Present (7 years)

Ds Financial Strategies, LLC

2019 - 2021 (2 years)

Sowell Management

2016 - 2019 (3 years)

Caitlin John, LLC

2015 - 2015 (< 1 year)

Prosperity Wealth Management, Inc

2015 - 2015 (< 1 year)

Fortune Financial Services, 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

Disclosures

Dawn Santoriello has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Efficient Advisors

Dawn Santoriello
Philadelphia, PA
Nathan Fulks
Matthews, NC
John Resnick
Cincinnati, OH
Marc Becker
Durham, NC
Mark Zorko
Cincinnati, OH
Timothy Chisholm
Newtown Square, PA
Thomas Dundorf
Matthews, NC

The content in this profile was updated by SmartAsset on 04/01/2022 using publicly available data compiled from the SEC and FINRA. To report any data inconsistencies or errors, please contact profile-compliance@smartasset.com. The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm, and financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

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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