Santino
Coury
The Coury Firm
Answer a few questions and
get matched with an advisor.
About this Advisor
Santino Coury is a financial advisor based in Pittsburgh, Pennsylvania with 5 years of industry experience. Coury currently works for The Coury Firm. Throughout their career, Coury has worked at University Of Pittsburgh, Merrill Lynch, Pierce, Fenner & Smith Inc, Bank Of America, N.A, Fsc Securities Corporation, The Coury Firm, LLC F/K/A The Coury Financial Group, Lp, The Ayco Company, L.P./Mercer Allied, Coury Investment Advisors, Inc, Coury Firm Asset Management LLC, D/B/A The Coury Firm and E'O Management, LLC. Coury has a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is registered to serve investors in Pennsylvania. The Coury Firm is a business headquartered in Pittsburgh, PA. The investment advisory business has a total of 19 advisors. It controls $997 million in total assets between its 780 client accounts, making it one of the larger financial advisory firms in the United States by assets under management. The firm serves eight charitable organizations. Of its 780 client accounts, 48% are held by high-net-worth individuals who have at least $1 million in assets. The Coury Firm has a diverse assortment of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, selection of other advisers and other services. Financial management fees largely are based on the services provided. Fee types charged by The Coury Firm most likely include any combination of asset-based, fixed and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
The Coury Firm Brokerage Details
$997,019,611
19
780
$1,278,230
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Other
Santino Coury Work History
Santino has been registered as a financial advisor for 5 years.*
Coury Firm Asset Management LLC, D/B/A The Coury Firm
E'O Management, LLC
The Coury Firm, LLC F/K/A The Coury Financial Group, Lp
The Ayco Company, L.P./Mercer Allied
Fsc Securities Corporation
Coury Investment Advisors, Inc
Merrill Lynch, Pierce, Fenner & Smith Inc
Bank Of America, N.A
Fsc Securities Corporation
The Coury Firm, LLC F/K/A The Coury Financial Group, Lp
University Of Pittsburgh
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Santino Coury 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 The Coury Firm
Los Angeles, CA
Pittsburgh, PA
Pittsburgh, PA
Pittsburgh, PA
Pittsburgh, PA
Pittsburgh, PA
The content in this profile was updated by SmartAsset on 4/16/2023. 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.
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. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
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 the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
