Santiago
Maggi

Bcp Advisors LLC

CRD#2882318
Investment Advisor
in Miami, FL

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About this Advisor

Santiago Maggi is a financial advisor operating out of Miami, Florida with 5 years of relevant experience. Maggi is an employee of Bcp Advisors LLC. During their career, Maggi has held roles at Lake Forest Securities LLC, Xp Securities, LLC, Dvdendo, LLC, Maggi Asset Management, Latmark Asset Management, LLC and Bcp Advisors LLC. Maggi has Series 65 and Series 66 licenses, certifying them as both a securities agent and an investment advisor representative, and is able to serve investors in Florida. Bcp Advisors LLC is a company that has its headquarters in Miami, FL. It has $169 million in assets under management across its 2,106 accounts, making it one of the mid-sized financial advisory firms in the country by assets under management. The advisory firm provides a few services, such as portfolio management for individuals and small businesses and other services. Financial advisory fees usually vary depending on which services the firm provides the client. Fee types billed by Bcp Advisors LLC may include asset-based and other fees.

Certifications and Registrations

Series 65, Series 66

Years Registered*

5 years

Services Offered

Portfolio management for individuals and/or small businesses, Other

Fee Structure

Percentage of Assets, Others

Office Location

175 S.W. 7Th Street Suite 2310
Miami, FL 33130

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Bcp Advisors LLC Brokerage Details

Total Assets Under Management

$168,605,609

FL Average: $1,855,561,029
Total Number of Employees

4

FL Average: 62
Total Number of Accounts

2,106

FL Average: 2,474
Average Account Size

$80,060

FL Average: $750,025

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Other

Santiago Maggi Work History

Santiago has been registered as a financial advisor for 5 years.*

2017 - Present (7 years)

Bcp Advisors LLC

2015 - 2017 (2 years)

Dvdendo, LLC

2014 - 2014 (< 1 year)

Lake Forest Securities LLC

2014 - 2015 (1 year)

Xp Securities, LLC

2011 - 2014 (3 years)

Latmark Asset Management, LLC

2004 - 2015 (11 years)

Maggi Asset Management

*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 Santiago Maggi 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 Bcp Advisors LLC

Ignacio Del Fresno
Miami, FL
Mauricio Armando
Miami, FL
Eleazar Garzon
Cordoba,
Santiago Maggi
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.

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