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SANTORI & PETERS

CANONSBURG, PA · CRD 105978 · IAPD ↗ · 412-373-6904

$433.5MRegulatory AUM
4Advisory reps
5Employees
0Clients
101-250Planning clients
0Private funds
5States
1Disclosures
wealthSegment
ApprovedSEC status

Filing changes

53
July 2025 — SANTORI & PETERS added office(s): 1 -> 2 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
48
October 2024 — SANTORI & PETERS moved its main office from MONROEVILLE, PA to CANONSBURG, PA.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
53
October 2024 — SANTORI & PETERS's Item 11 disclosure-reporting entries rose by 1 (0 -> 1).
Count of Item 11 disclosure-reporting entries increased (regulatory, civil, or criminal history of the firm or its affiliates/supervised persons).
ComplianceMarketing & brand
53
April 2024 — SANTORI & PETERS added office(s): 1 -> 2 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
68
April 2024 — SANTORI & PETERS now reports custody of client assets ($1.8M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.