Leticia
Santiago

Fortis Private Wealth Advisors, LLC

CRD#1811434
Investment Advisor
in Miami, FL

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About this Advisor

Leticia Santiago is a financial advisor based in Miami, Florida, working with Fortis Private Wealth Advisors, LLC. Leticia has previously worked at Insigneo Securities LLC, Insigneo Wealth Advisors, Insigneo Advisory Services, Fortis Private Wealth Advisors, and Vertical Integrations LLC. Leticia has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Florida. Leticia is currently with Fortis Private Wealth Advisors, LLC, which operates one office and employs four individuals. The firm manages $112.5 million in assets and offers portfolio management services for individuals and small businesses. The firm serves high-net-worth clients. The fee structure at Fortis Private Wealth Advisors, LLC is asset-based.

Certifications and Registrations

Series 63, Series 65

Services Offered

Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets

Office Location

6100 Blue Lagoon Drive Suite 160
Miami, FL 33126

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Fortis Private Wealth Advisors, LLC Brokerage Details

Total Assets Under Management

$112,526,383

FL Average: $1,855,561,029
Total Number of Employees

4

FL Average: 62
Total Number of Accounts

16

FL Average: 2,474
Average Account Size

$7,032,899

FL Average: $750,025

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses

Leticia Santiago Work History

2021 - Present (4 years)

Vertical Integrations LLC

2019 - Present (6 years)

Fortis Private Wealth Advisors

2017 - 2019 (2 years)

Insigneo Advisory Services

2015 - 2019 (4 years)

Insigneo Securities LLC

2015 - 2018 (3 years)

Insigneo Wealth Advisors

Disclosures

Please visit the SEC profile of Leticia Santiago to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Fortis Private Wealth Advisors, LLC

Leticia Santiago
Miami, FL

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