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RIA / WealthAdvisorCertified Financial Planner21 years in industry

DAWN MARIE SANTORIELLO

Advisor at DS FINANCIAL STRATEGIES, LLC

KING OF PRUSSIA, PA

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Search this name across graphsid dfx:ria:c5728b6f-5386-a9fb-3308-a54b67cd3f0c

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 7:25 AM UTC and rebuilt at most every 15 minutes.

Relationships: 12
Dated events: 3
On other graphs: 0
Observed: Feb 20, 2008 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: DS FINANCIAL STRATEGIES, LLC
Current firm class: state registeredderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Apr 20, 2005earliest registration or exam on IAPD
Years in industry: 21derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 11
Current registrations: 1
Registered states: 2
Designations: Certified Financial Planner
Exams: S63|S65
First exam: Apr 20, 2005
First registration: Feb 20, 2008
Dual registered: no
Other names: DAWN SANTORIELLO|DAWN M. SANTORIELLO
IAPD individual key: 4897536

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
DS FINANCIAL STRATEGIES, LLC	State registered	Apr 16, 2026	n/a	yes	KING OF PRUSSIA, PA	Current employment
EFFICIENT ADVISORS	Former SEC adviser	Mar 20, 2023	Jun 1, 2026	no	Yardley, PA	Previous registration
ATTLEBORO WEALTH MANAGEMENT LLC	Independent wealth	Oct 4, 2022	Mar 20, 2023	no	YARDLEY, PA\|YARDLEY, PA	Previous registration
EFFICIENT ADVISORS	Former SEC adviser	Jan 4, 2022	Oct 5, 2022	no	Philadelphia, PA	Previous registration
SOWELL MANAGEMENT	Independent wealth	Aug 8, 2019	Dec 31, 2021	no	NORTH LITTLE ROCK, AR\|King of Prussia, PA\|King of Prussia, PA	Previous registration
SIMPLYRIA ADVISOR NETWORK	Independent wealth	Dec 6, 2016	Oct 7, 2019	no	Yardley, PA\|BRIGHTON, MI	Previous registration
S SQUARED RETIREMENT SOLUTIONS LLC	State registered	Jul 1, 2015	Dec 27, 2016	no	MONTVILLE, NJ	Previous registration
EXODUS WEALTH, LLC	Independent wealth	Feb 23, 2015	Jun 17, 2015	no	FORT LAUDERDALE, FL	Previous registration
KEYSTONE CAPITAL CORPORATION	Former SEC adviser	Aug 19, 2013	Feb 20, 2015	no	LOWER GWYNEDD, PA\|NEW YORK, NY\|SAN DIEGO, CA	Previous registration
HORNOR, TOWNSEND & KENT, LLC	Independent wealth	Feb 1, 2012	Aug 22, 2013	no	DUNMORE, PA\|GLEN ROCK, NJ\|DUNMORE, PA	Previous registration
ON INVESTMENT MANAGEMENT CO	Bd affiliated wealth	May 21, 2010	Jan 31, 2012	no	CLARKS SUMMIT, PA\|CINCINNATI, OH	Previous registration
MSI FINANCIAL SERVICES, INC.	Former SEC adviser	Feb 20, 2008	May 18, 2010	no	MOOSIC, PA\|MOOSIC, PA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
EFFICIENT ADVISORS	DS FINANCIAL STRATEGIES, LLC	Jun 1, 2026	Apr 16, 2026	-46	Firm change after gap	RIA to state RIA
ATTLEBORO WEALTH MANAGEMENT LLC	EFFICIENT ADVISORS	Mar 20, 2023	Mar 20, 2023	0	Firm change	RIA to RIA
EFFICIENT ADVISORS	ATTLEBORO WEALTH MANAGEMENT LLC	Oct 5, 2022	Oct 4, 2022	-1	Firm change	RIA to RIA
SOWELL MANAGEMENT	EFFICIENT ADVISORS	Dec 31, 2021	Jan 4, 2022	4	Firm change	RIA to RIA
SIMPLYRIA ADVISOR NETWORK	SOWELL MANAGEMENT	Oct 7, 2019	Aug 8, 2019	-60	Firm change after gap	RIA to RIA
S SQUARED RETIREMENT SOLUTIONS LLC	SIMPLYRIA ADVISOR NETWORK	Dec 27, 2016	Dec 6, 2016	-21	Firm change	Other
EXODUS WEALTH, LLC	S SQUARED RETIREMENT SOLUTIONS LLC	Jun 17, 2015	Jul 1, 2015	14	Firm change	Other
KEYSTONE CAPITAL CORPORATION	EXODUS WEALTH, LLC	Feb 20, 2015	Feb 23, 2015	3	Firm change	Other
HORNOR, TOWNSEND & KENT, LLC	KEYSTONE CAPITAL CORPORATION	Aug 22, 2013	Aug 19, 2013	-3	Firm change	Other
ON INVESTMENT MANAGEMENT CO	HORNOR, TOWNSEND & KENT, LLC	Jan 31, 2012	Feb 1, 2012	1	Firm change	Other
MSI FINANCIAL SERVICES, INC.	ON INVESTMENT MANAGEMENT CO	May 18, 2010	May 21, 2010	3	Firm change	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
10722:174328:CA:2015-02-20	Feb 20, 2015	Feb 23, 2015	SAN DIEGO, CA	Firm change

Relationships

Registered with (11)

→ DS FINANCIAL STRATEGIES, LLCRegistered adviserregistration: current employment
Apr 16, 2026 to presentfactForm ADV
→ EFFICIENT ADVISORSRegistered adviserregistration: previous registration
Mar 20, 2023 to Jun 1, 2026factForm ADV
→ ATTLEBORO WEALTH MANAGEMENT LLCRegistered adviserregistration: previous registration
Oct 4, 2022 to Mar 20, 2023factForm ADV
→ SOWELL MANAGEMENTRegistered adviserregistration: previous registration
Aug 8, 2019 to Dec 31, 2021factForm ADV
→ SIMPLYRIA ADVISOR NETWORKRegistered adviserregistration: previous registration
Dec 6, 2016 to Oct 7, 2019factForm ADV
→ S SQUARED RETIREMENT SOLUTIONS LLCRegistered adviserregistration: previous registration
Jul 1, 2015 to Dec 27, 2016factForm ADV
→ EXODUS WEALTH, LLCRegistered adviserregistration: previous registration
Feb 23, 2015 to Jun 17, 2015factForm ADV
→ KEYSTONE CAPITAL CORPORATIONRegistered adviserregistration: previous registration
Aug 19, 2013 to Feb 20, 2015factForm ADV
→ HORNOR, TOWNSEND & KENT, LLCRegistered adviserregistration: previous registration
Feb 1, 2012 to Aug 22, 2013factForm ADV
→ ON INVESTMENT MANAGEMENT CORegistered adviserregistration: previous registration
May 21, 2010 to Jan 31, 2012factForm ADV
→ MSI FINANCIAL SERVICES, INC.Registered adviserregistration: previous registration
Feb 20, 2008 to May 18, 2010factForm ADV

Dated events

Occurred
Jun 1, 2026
Advisor changed firm
Dawn Marie Santoriello left Efficient Advisors for Ds Financial Strategies, Llc (registered 2026-04-16)
Form ADVobserved 6 days ago
Occurred
Mar 20, 2023
Advisor changed firm
Dawn Marie Santoriello left Attleboro Wealth Management Llc for Efficient Advisors (registered 2023-03-20)
Form ADVobserved 6 days ago
Occurred
Oct 5, 2022
Advisor changed firm
Dawn Marie Santoriello left Efficient Advisors for Attleboro Wealth Management Llc (registered 2022-10-04)
Form ADVobserved 6 days ago