Stifel, Nicolaus & Company
45yrs
Top advisor by experience in Hauppauge
8yrs
Anthony Santo
Financial advisor at Partners Capital Services
Based in Hauppauge, New York, Anthony Santo is a fiduciary financial advisor with 8 years of industry experience. Anthony has been with Partners Capital Services since 2025; before that, Anthony spent three years at Rockline Wealth Management and two years at LPL Financial. Partners Capital Services offers investment management and selecting outside investment managers and is paid through a percentage of assets.
One of 350 advisors with offices in Hauppauge, and one of 261 fiduciaries.
At a glance
Experience8 years (since 2018)
How that compares ?8 years in the industry
Office205 Oser Ave, Hauppauge, NY 11788
How the firm is paid ?Percent of assets
Typical client at the firm ?$308,835
Advisors at the firm13
States licensed ?1 state
Services through Partners Capital Services
Investment management for individuals and small businessesChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- Dec 2025 – nowPartners Capital Services, Inc.Current firm
- 2023 – 2025Rockline Wealth Management LLCPreviously
- Nov 2021 – Aug 2023LPL Financial LLCPreviously
- Nov 2021 – Nov 2021Fidelity Personal and Workplace AdvisorsPreviously
- 2018 – 2021MerrillPreviously
Contact Anthony
(631) 851-0918Partners Capital Services main office 205 Oser AveHauppauge, NY 11788Office · Get directions
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Questions to ask Anthony
Tailored to Anthony’s registration and firm.
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Anthony
How do I contact Anthony?
Call Partners Capital Services at (631) 851-0918 and ask for Anthony Santo. Anthony works from the Hauppauge, NY office.
How long has Anthony been a financial advisor?
Anthony has been in the industry since 2018, about 8 years. 8 years in the industry.
What licenses does Anthony hold?
Series 66. Tap any license on this page to see what it allows.
Is Anthony a fiduciary?
Anthony is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Anthony paid?
Partners Capital Services reports being paid by a percentage of the assets they manage. Ask Anthony for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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