Anthony Santo has been an investment adviser representative at Partners Capital Services since December 2025, and is not listed among the firm’s executive officers or direct owners.
Partners Capital Services, Inc. is a Hauppauge, NY firm with $109M under management, 238 clients and 12 advisers across 2 offices, as of its February 2026 filing.
Anthony Santo’s longest registration was 2 years at Merrill Lynch, Pierce, Fenner & Smith Incorporated (2018–2021). Before joining Partners Capital Services in 2025, Anthony Santo was registered through Rockline Wealth Management LLC and LPL Financial LLC.
- – present · under a yearHauppauge, NY · Adviser representative · Firm CRD 127621
- Rockline Wealth Management LLC– · 2 yearsIslip Terrace, NY · Adviser representative · Firm CRD 324004
- LPL Financial LLC– · 1 yearPlainview, NY · Adviser representative · Firm CRD 6413
- Fidelity Personal and Workplace Advisors– · under a yearLake Grove, NY · Adviser representative · Firm CRD 288590
- Merrill Lynch, Pierce, Fenner & Smith Incorporated– · 2 yearsMelville, NY · Adviser representative · Firm CRD 7691
Investment adviser representative registrations
Anthony Santo is registered as an investment adviser representative in 2 states. The first approvals date from December 2025; the most recent is Florida, in January 2026.
- FloridaSince 14 January 2026
- New YorkSince 15 December 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 66 | Uniform Combined State Law Examination | 14 December 2018 |
| SIE | Securities Industry Essentials Examination | 20 October 2018 |
| Series 7 | General Securities Representative Examination | 19 October 2018 |
- Name
- Uniform Combined State Law Examination
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Representative Examination
- CRD
- 7005813
- Firm
- Partners Capital Services · CRD 127621
- Office
- 205 OSER AVE, Hauppauge, NY 11788
- Registration
- Investment adviser and broker registrations
- In the industry since
- December 2018
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
Where does Anthony Santo work?
Anthony Santo is an investment adviser representative registered through Partners Capital Services, Inc. since December 2025, and is not listed among the firm’s executive officers or direct owners.
Is Anthony Santo a financial advisor?
Yes. Anthony Santo has a current investment-adviser registration in Florida and New York, through Partners Capital Services since December 2025.
How many years of experience does Anthony Santo have?
Anthony Santo has 7 years in the financial industry, since December 2018, across 5 adviser firms.
What exams has Anthony Santo passed?
Anthony Santo has passed 3 licensing exams: the Series 7, SIE and Series 66. The earliest, the Series 7, was passed in October 2018.
Where did Anthony Santo work before Partners Capital Services?
Before Partners Capital Services, Anthony Santo was registered through Rockline Wealth Management LLC, May 2023 to November 2025; LPL Financial LLC, November 2021 to August 2023; Fidelity Personal and Workplace Advisors, November 2021 to November 2021; Merrill Lynch, Pierce, Fenner & Smith Incorporated, December 2018 to October 2021.
Where is Anthony Santo based?
Anthony Santo’s registered office is in Hauppauge, NY.
Is Anthony Santo registered with FINRA?
Yes. Anthony Santo has a current broker registration, under CRD 7005813.
Source: FINRA BrokerCheck
How can I verify Anthony Santo’s record?
Search CRD 7005813 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Anthony Santo’s full registration record.