Leticia
Santiago
Fortis Private Wealth Advisors, LLC
Answer a few questions and
get matched with an advisor.
About this Advisor
Leticia Santiago is a financial advisor operating in Miami, Florida with a total of 4 years of industry experience. Santiago is an advisor for Fortis Private Wealth Advisors, LLC. Throughout their career, they have worked at Rbc Capital Markets Corporation, Insigneo Securities LLC, Insigneo Wealth Advisors, Insigneo Advisory Services, Fortis Private Wealth Advisors and Vertical Integrations LLC. Santiago holds Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is able to work in Florida. Fortis Private Wealth Advisors, LLC is a firm headquartered in Miami, FL. The firm has just four advisors. It controls $107 million in total assets among its 14 client accounts, making it one of the mid-sized financial advisory firms in the United States by assets under management. Of its 14 accounts, 56% are associated with high-net-worth individuals who have more than $1 million in assets available to invest. The advisory firm has a set of services, including portfolio management for individuals and small businesses and selection of other advisers. Fees for financial management typically are based on the type of services. However, fees billed by Fortis Private Wealth Advisors, LLC typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Fortis Private Wealth Advisors, LLC Brokerage Details
$106,521,534
4
14
$7,608,681
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Leticia Santiago Work History
Leticia has been registered as a financial advisor for 4 years.*
Vertical Integrations LLC
Fortis Private Wealth Advisors
Insigneo Advisory Services
Insigneo Securities LLC
Insigneo Wealth Advisors
Rbc Capital Markets Corporation
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
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
Miami, FL
Miami, FL
The content in this profile was updated by SmartAsset on 4/16/2023. 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.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
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.
