AR
AR

Antoine S Rojo

1 Year of Experience
Broker
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningFinancial Planning & CoachingInsurance Planning
Compensation
Fee-Only (AUM)
Firm Size
158 advisors
Number of Clients
10,401 clients
Average Client Portfolio
$245K average
Assets Under Management
$2.6B

Fee Structure

Minimum Investment:$25K
Financial Planning:Included in AUM fee
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Location

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

Antoine is the sole owner of Restoration AR LLC, a company focused on water damage mitigation, restoration, and roof damages. He dedicates minimal time to this non-investment related activity.

Employment History
Current Registrations
Santander Securities
October 2024 - Present · 1 yr 4 mos
Santander Securities LLC
August 2024 - Present · 1 yr 6 mos
Santander Securities LLCBroker
August 2024 - Present · 1 yr 6 mos
Previous Registrations
Tradestation Securities, INC.Broker
December 2023 - August 2024 · 8 mos
State Registrations50 states
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AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Antoine S Rojo - Financial Advisor | TrueAdvisor