Michael Santarelli has been an investment adviser representative at Altman Advisors since January 2022, and is not listed among the firm’s executive officers or direct owners. Michael Santarelli holds a Bachelor of Finance from Illinois State University and a Master of Business Administration from DePaul University's Kellstadt Graduate School of Business.
Altman Advisors, Inc is a Chicago, IL firm with $483M under management, 184 clients and 7 advisers in one office, as of its July 2026 filing.
Michael Santarelli is Managing Partner and Senior Portfolio Manager of Altman Advisors. He has over two decades of experience in institutional investing. He oversees the firm's investment holdings, maintains strategic asset allocations and ensures best execution on behalf of clients, and before Altman Advisors was Managing Director and Client Portfolio Manager at PPM America, an institutional asset manager.
Professional designations
Listed by Altman Advisors
- Certified Investment Management Analyst® (CIMA®)
Investment adviser representative registrations
Michael Santarelli is registered as an investment adviser representative in Illinois, since January 2022.
- IllinoisSince 6 January 2022
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | 8 October 2021 |
| Series 65 | Uniform Investment Adviser Law Examination | 23 July 2021 |
| Series 63 | Uniform Securities Agent State Law Examination | 27 May 2021 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Full name
- Michael Armand Santarelli
- CRD
- 7490067
- Firm
- Altman Advisors · CRD 281778
- Office
- 233 S WACKER DR., SUITE 9750, Chicago, IL 60606
- Registration
- Investment adviser registration
- In the industry since
- January 2022
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- altmanadvisors.com
Where does Michael Santarelli work?
Michael Santarelli is an investment adviser representative registered through Altman Advisors, Inc since January 2022, and is not listed among the firm’s executive officers or direct owners.
Is Michael Santarelli a financial advisor?
Yes. Michael Santarelli has a current investment-adviser registration in Illinois, through Altman Advisors since January 2022.
How many years of experience does Michael Santarelli have?
Michael Santarelli has 4 years in the financial industry, since January 2022, across 1 adviser firm.
What exams has Michael Santarelli passed?
Michael Santarelli has passed 3 licensing exams: the Series 63, Series 65 and SIE. The earliest, the Series 63, was passed in May 2021.
Where is Michael Santarelli based?
Michael Santarelli’s registered office is in Chicago, IL.
Is Michael Santarelli registered with FINRA?
No. Michael Santarelli has no current broker registration.
How can I verify Michael Santarelli’s record?
Search CRD 7490067 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Michael Santarelli’s full registration record.
