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Victoria Carmen Santaella

23 Years of Experience
Broker
Areas of Practice
Investment ManagementFinancial Planning & CoachingEstate PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
13 advisors
Number of Clients
148 clients
Average Client Portfolio
$1.5M average
Assets Under Management
$225.1M

Fee Structure

Minimum Investment:$500K
Financial Planning:Investment management only
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Location

1221 Brickell Avenue, Suite 200, Miami, FL, 33131

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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.

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Other Business Activities

Victoria is an investment adviser representative with Intercam Advisors, dedicating about 30% of her time to this role. She also owns and manages two rental properties and actively seeks new real estate investment opportunities, spending approximately 62.5 hours per month on these activities. Victoria also has passive investments in private equity vehicles.

Employment History
Current Registrations
Stonex International Advisors INC
April 2019 - Present · 6 yrs 10 mos
Stonex International Securities INC.Broker
January 2019 - Present · 7 yrs 1 mo
Previous Registrations
Santander Investment Securities INC.Broker
October 2006 - January 2016 · 9 yrs 3 mos
Equity Station, INC.Broker
March 2006 - April 2006 · 1 mo
Vfinance Investments, INCBroker
January 2002 - September 2006 · 4 yrs 8 mos
Vfinance Capital LcBroker
January 2002 - April 2002 · 3 mos
Vfinance Capital LcBroker
March 2001 - December 2001 · 9 mos
Sanline Capital Resources, LLCBroker
September 2000 - January 2002 · 1 yr 4 mos
Santander Investment Securities INC.Broker
March 1998 - April 1999 · 1 yr 1 mo
State Registrations2 states
CAFL
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Victoria Carmen Santaella - Financial Advisor | TrueAdvisor