Chief Compliance Officer · Continuum Advisory, LLC
Alina L. Santiago
CRD 5140191 · Named on Form ADV at one SEC-registered adviser
At a glance
Continuum Advisory, LLC, an SEC-registered wealth manager based in Eagle, ID with $1.9 billion in regulatory assets, lists Alina L. Santiago on its Form ADV as Chief Compliance Officer, a control person.
Firms and roles
- Continuum Advisory, LLCChief Compliance OfficerWealth manager · Eagle, ID · $1.9B in regulatory assets
AtlasMembers
Alina’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
- Locked
- Each firm’s assets and growth
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- Search and export owners by title, state and firm size
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Brian J. DamianiMember and Chief Investment Officer, Continuum Advisory, LLC
- Timothy S. KerriganMember and Chief Financial Officer, Continuum Advisory, LLC
- Michael A. KellyMember and Chief Operations Officer, Continuum Advisory, LLC
- George C. ChuangPresident, Continuum Advisory, LLC
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Alina’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.