Alexander
Santa

Signal Advisors Wealth, LLC

CRD#7114147
Investment Advisor
in Ocala, FL

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About this Advisor

Alexander Santa is a financial advisor based in Ocala, Florida, working with Signal Advisors Wealth, LLC. Alexander has previously held positions at Ae Wealth Management, LLC, Secure Money Strategies, LLC, Hilton Head Health, Ps Mortgage Lending, and Signal Advisors Wealth, LLC. Alexander has passed the Series 65 regulatory exam and is registered to provide services in Florida. Currently, Alexander is part of Signal Advisors Wealth, LLC, which operates out of Ocala, Florida. The firm has 11 offices and 13 employees. The firm manages assets totaling $465.3 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and portfolio management for institutional clients. The fee structure at Signal Advisors Wealth, LLC includes asset-based fees.

Certifications and Registrations

Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients

Fee Structure

Percentage of Assets

Office Location

2100 Se 17Th Street Suite 102
Ocala, FL 34471

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Signal Advisors Wealth, LLC Brokerage Details

Total Assets Under Management

$465,265,698

FL Average: $943,424,332
Total Number of Employees

13

FL Average: 21
Total Number of Accounts

5,217

FL Average: 1,586
Average Account Size

$89,183

FL Average: $594,845

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients

Alexander Santa Work History

2024 - Present (0 year)

Signal Advisors Wealth, LLC

2016 - Present (8 years)

Ae Wealth Management, LLC

2016 - Present (8 years)

Secure Money Strategies, LLC

2016 - 2019 (3 years)

Ps Mortgage Lending

2013 - 2016 (3 years)

Hilton Head Health

Disclosures

Please visit the SEC profile of Alexander Santa 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 Signal Advisors Wealth, LLC

Alexander Santa
Ocala, FL
Josef Waltenbaugh
Detroit, MI
David Jesiolowski
Ridgeland, MS
Paul Buckle
Detroit, MI
Jacob Holaday
Ridgeland, MS
Joshua Taffer
Ridgeland, MS
Patrick Kelly
Birmingham, MI
Kyle Booras
Elkhorn, NE

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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