Chief Compliance Officer, Managing Director · Fortis Private Wealth Advisors, LLC
Leticia L. Santiago
CRD 1811434 · Named on Form ADV at one SEC-registered adviser
At a glance
Fortis Private Wealth Advisors, LLC, an SEC-registered wealth manager based in Miami, FL with $124 million in regulatory assets, lists Leticia L. Santiago on its Form ADV as Chief Compliance Officer, Managing Director, a control person.
Firms and roles
- Fortis Private Wealth Advisors, LLCChief Compliance Officer, Managing DirectorWealth manager · Miami, FL · $124M in regulatory assets
AtlasMembers
Leticia’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
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Leticia’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.