Christopher
Santoro

Mtm Investment Management, LLC

CRD#7497310
Investment Advisor
in Spartanburg, SC

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About this Advisor

Christopher Santoro is a financial advisor who works in Spartanburg, South Carolina who has 1 year of relevant experience. Santoro is currently employed by Mtm Investment Management, LLC. The advisor has gained experience at Am Partners, LLC, Johnson Development Associates, Telos Corporation and Mtm Investment Management, LLC. Santoro has a Series 65 license, qualifying them as an investment advisor representative, and is registered to serve investors in South Carolina and Texas. Mtm Investment Management, LLC is a financial advisory business based out of Spartanburg, SC. It handles $451 million in assets under management between its 957 customer accounts, making it one of the larger firms in the nation by assets under management. Of its 957 accounts, 46% are associated with high-net-worth individuals who have greater than $1 million in assets available to invest. The firm performs a set of services, including portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Fees for financial advisory services largely are based on the type of financial services offered. However, fee types charged by Mtm Investment Management, LLC typically consist of asset-based fees.

Certifications and Registrations

Series 65

Years Registered*

1 year

Services Offered

Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets

Office Location

812 East Main Street
Spartanburg, SC 29302

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Mtm Investment Management, LLC Brokerage Details

Total Assets Under Management

$451,255,466

SC Average: $646,059,043
Total Number of Employees

8

SC Average: 13
Total Number of Accounts

957

SC Average: 661
Average Account Size

$471,531

SC Average: $977,396

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers

Christopher Santoro Work History

Christopher has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Mtm Investment Management, LLC

2022 - 2022 (< 1 year)

Mtm Investment Management, LLC

2020 - 2022 (2 years)

Am Partners, LLC

2016 - 2020 (4 years)

Johnson Development Associates

2009 - 2016 (7 years)

Telos Corporation

*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 Christopher Santoro 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 Mtm Investment Management, LLC

David Taylor
Spartanburg, SC
Christopher Santoro
Spartanburg, SC
John Moore
Spartanburg, SC
Joseph Towson
Spartanburg, SC

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.

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