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Juan Santos

16 Years of Experience
Broker

Juan Santos is a registered investment advisor at Folionet Advisers LLC, based in Miami, FL, with 16 years of industry experience. Juan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 651 clients with $11M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
4 advisors
IM Fee
Planning only
Assets Under Management
$10.6M
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Location

1221 Brickell Ave. Ste. 900, Miami, FL, 33131

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History

Regulatory History
Clean regulatory record

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

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Other Business Activities

Juan is the CEO/CCO of both Santos Capital and Santos Advisers, which are under common control of Santos Holdings Inc.

Employment History
Current Registrations
Folionet Advisers LLC
July 2019 - Present · 6 yrs 9 mos
Folionet Financial LLCBroker
January 2017 - Present · 9 yrs 3 mos
Previous Registrations
Vectorglobal Iag, INC.
June 2012 - April 2019 · 6 yrs 10 mos
Vectorglobal Iag, INC.
June 2012 - December 2014 · 2 yrs 6 mos
Vectorglobal WmgBroker
October 2009 - August 2018 · 8 yrs 10 mos
State Registrations20 states
CACODCDEFLGAILMAMDMINCNJNVNYOHPRTXUTVAWA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.