A complete list of active advisors currently associated with Rocco R. Santomenno

Warmer can help you find a great advisor at Rocco R. Santomenno or one who fits your needs even better.

The firm provides discretionary portfolio management focused on publicly traded equities for individuals, trusts, and pension or profit‑sharing plan clients, operating on an assets‑under‑management basis and accepting a limited number of client accounts. It is a single‑advisor practice with roughly eighty clients and just over $50 million in reported AUM. Its investment approach emphasizes fundamental equity analysis—cash‑flow and market‑share studies and, in special situations, asset break‑up valuations—and the firm builds portfolios tailored to client goals without accepting client‑imposed trading restrictions. Accounts are managed on a discretionary basis and are reviewed regularly by the advisor, with summaries provided on the firm’s billing cycle. Noteworthy features include the firm’s long history as a sole practitioner since 1975 and the availability of an uncommon performance‑based fee option that higher‑net‑worth clients may elect with multi‑year deferral provisions. The advisor also maintains a mortgage loan originator license and operates an affiliated mortgage business, activities the brochure says are unrelated to and consume minimal time relative to the advisory practice; the firm states it does not sell securities or earn commissions.

To learn more about the advisors currently working at Rocco R. Santomenno, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.