William Santillo has been an investment adviser representative at Total Wealth Planning and Management since July 2024, and is not listed among the firm’s executive officers or direct owners.
Total Wealth Planning and Management, Inc. is a firm with $239M under management, 414 clients and 7 advisers across 7 offices, as of its April 2026 filing.
- – present · 2 yearsSt Johns, FL · Adviser representative · Firm CRD 166664
Investment adviser representative registrations
William Santillo is registered as an investment adviser representative in Florida, since July 2024.
- FloridaSince 24 July 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 19 July 2024 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- William Phillip Santillo
- CRD
- 7950115
- Firm
- Total Wealth Planning and Management · CRD 166664
- Office
- St Johns, FL
- Registration
- Investment adviser registration
- In the industry since
- July 2024
- Disciplinary history
- Not yet shown here · SEC record
Where does William Santillo work?
William Santillo is an investment adviser representative registered through Total Wealth Planning and Management, Inc. since July 2024, and is not listed among the firm’s executive officers or direct owners.
Is William Santillo a financial advisor?
Yes. William Santillo has a current investment-adviser registration in Florida, through Total Wealth Planning and Management since July 2024.
How many years of experience does William Santillo have?
William Santillo has 2 years in the financial industry, since July 2024, across 1 adviser firm.
What exams has William Santillo passed?
William Santillo passed the Series 65 in July 2024.
Where is William Santillo based?
William Santillo’s registered office is in St Johns, FL.
Is William Santillo registered with FINRA?
No. William Santillo has no current broker registration.
How can I verify William Santillo’s record?
Search CRD 7950115 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes William Santillo’s full registration record.