Anthony Santoloci
Shufro, Rose & · New York, New York
Anthony Santoloci is a fee-only financial advisor at Shufro, Rose & in New York, New York, who holds the CFP credential. Shufro, Rose & reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Shufro, Rose & |
|---|---|
| Based in | New York, New York |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $2.46B across 3,009 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in NY · CRD 6016574 |
| Exams passed | Series 66 (2014) |
| Firm size | 27 employees |
| Disclosures | None reported |
| Website | www.shufrorose.com |
How Anthony's firm compares
- Shufro, Rose &'s average account is about $819,000, from its Form ADV (assets managed divided by 3,009 accounts).
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Questions about Anthony
Is Anthony Santoloci a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Anthony holds no broker registration, and Shufro, Rose & reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Anthony charge for financial advice?
Anthony's firm, Shufro, Rose &, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Anthony Santoloci based?
Anthony Santoloci is based in New York, New York.
What credentials does Anthony Santoloci hold?
Anthony Santoloci holds the CFP credential.
Is Anthony Santoloci registered with the SEC?
Yes. Anthony Santoloci is registered as an investment adviser representative in NY (CRD 6016574), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Shufro, Rose & manage?
Shufro, Rose & reports $2.46B across 3,009 accounts in assets under management.
How do I contact Anthony Santoloci?
Through Anthony's website, www.shufrorose.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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