Michael Santucci

Michael has been in the financial services industry for 37 years. Throughout his career he has experienced many market upturns and downturns, enabling him to pass his experiences onto his clients. He does this by setting a strong financial foundation for his clients while guiding them to not make emotional decisions. Michael has attained his FINRA Series 7 and 66 Securities Registrations, along with becoming a Licensed Life, Accident and Health agent.

Michael offers his clients a comprehensive financial plan, which starts by reviewing the client's goals, taking their financial information then analyzing and implementing a financial plan that he will monitor throughout the client/advisor relationship. As an Investment Advisor Representative (IAR), Michael is held to a fiduciary standard which always puts the interest of the client first, which is of utmost importance to him. 

Prior to becoming a Financial Advisor, Michael started his career as a member of the American Stock Exchange then the New York Stock Exchange trading stocks and stock options. He was an over the counter trader and President of The Security Traders Association in 2006. Michael began his career as an advisor in 2013 with Morgan Stanley, believing his extensive trading background could enable him to explain to clients that markets can be unforgiving if not approached with a solid financial plan.

Michael is active in the community having coached his daughter's soccer team for many years and presiding on the Board of the soccer club and other civic organizations. He resides with his wife and daughter in Locust Valley.

The Highest Compliment You Can Pay Me Is A Recommendation to Friends, Family, & Associates.