Mark Samuel Santelli

33 Years of Experience

Broker

Areas of Practice

Investment ManagementRetirement PlanningEstate PlanningCharitable GivingEducation PlanningTax PlanningFinancial Planning & CoachingHigh Net Worth

Silver Oak Securities, INC.

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

174 advisors

Number of Clients

8,671 clients

Average Client Portfolio

$234K average

Assets Under Management

$2.0B

Fee Structure

Minimum Investment:None

Location

1630 Empire Blvd, Suite 100, Webster, NY, 14580

Get directions

History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Other Business Activities

Mark is a financial advisor and investment advisor representative with Bright Futures Wealth Management LLC, spending nearly full-time on these roles. He also owns rental real estate and works as a financial professional for Equimark East, LLC, dedicating about 10-20% of his time to the latter.