Conrado
Santiago

Ameriprise Financial Services, Inc

CRD#2110755
Investment Advisor
in Orlando, FL
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About this Advisor

Conrado Santiago is a certified financial planner based out of Orlando, Florida, who has been in the financial industry for 13 years. Santiago is an advisor for Ameriprise Financial Services, Inc. They have spent all of their employment at Ameriprise Financial Services, Inc. Santiago has a Series 63 license, which qualifies them as a securities broker, and is able to serve investors in Florida and Texas. Ameriprise Financial Services, Inc is a firm that has its headquarters in Orlando, Florida. The firm has offices in 161 locations and a total of 13,020 advisors. It manages $244 billion in assets under management between its 1,268,997 client accounts, making it one of the largest financial advisory firms in the country by assets under management. The firm serves 1,420 charitable organizations. Of its 1,268,997 accounts, just 3% belong to high-net-worth individuals who have at least $1 million in assets. Ameriprise Financial Services, Inc performs a diverse array of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters, educational seminars and other services. Fees for financial advisory services largely depend on which services the firm provides the client. Fees charged by Ameriprise Financial Services, Inc most likely include any combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Certified Financial Planner

Years of Experience

13 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Publication of periodicals or newsletters, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Disclosures

No

Office Location

719 Peachtree Rd Ste 100
Orlando, FL 32804

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Ameriprise Financial Services, Inc Brokerage Details

Total Assets Under Management

$244,241,253,479

FL Average: $5,289,111,388
Total Number of Employees

13,020

FL Average: 157
Total Number of Accounts

1,268,997

FL Average: 8,262
Average Account Size

$192,468

FL Average: $640,173

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • Other

Conrado Santiago Work History

Conrado has 13 years of experience.

2005 - Present (14 years)

Ameriprise Financial Services, Inc

Disclosures

Conrado Santiago has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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