AS
CFA
AS
CFA

Alejandro Miguel Santos

13 Years of Experience
Broker
Areas of Practice
Investment ManagementHigh Net Worth
Compensation
Fee-Only (AUM)
Firm Size
14 advisors
Number of Clients
27 clients
Average Client Portfolio
$2.1M average
Assets Under Management
$56.6M

Fee Structure

Minimum Investment:$1M
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Location

200 S. Biscayne Blvd., Suite 2200, 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

Alejandro is a seed investor in TBE/Brightfox, oky, Upflex, and Fabalish Inc. He devotes no time to these activities, and the seed money will be convertible to shares of the companies.

Employment History
Current Registrations
Itau International Securities INC.
April 2018 - Present · 7 yrs 10 mos
Itau International Securities INC.
November 2012 - Present · 13 yrs 3 mos
Itau International Securities INC.Broker
November 2012 - Present · 13 yrs 3 mos
State Registrations1 state
FL
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Alejandro Miguel Santos - Financial Advisor | TrueAdvisor