Santiago
Melo
Pioneer Family Office, LLC
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About this Advisor
Santiago Melo is a financial advisor based in North Miami Beach, Florida who has 1 year of relevant experience. Melo currently works for Pioneer Family Office, LLC. Over the course of their career, Melo has held roles at Pioneer Family Office LLC, Arthritis Society, Savormetrics, Alianza Valores Sociedad Comisionista De Bolsa and Independent Contractor - Economist. Melo has a Series 65 license, which qualifies them as an investment advisor representative, and can serve investors in Florida. Pioneer Family Office, LLC is a firm based out of North Miami Beach, FL. It oversees $626 million in assets among its 366 accounts, placing it among the larger investment advisory firms in the United States by assets under management. Of its 366 accounts, just 13% are held by high-net-worth individuals who have at least $1 million in investable assets. Pioneer Family Office, LLC provides a few services, including portfolio management for individuals and small businesses and selection of other advisers. Fees charged by financial advisors usually depend on which services are offered. However, fee types billed by Pioneer Family Office, LLC may include some combination of asset-based and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Pioneer Family Office, LLC Brokerage Details
$626,265,698
5
366
$1,711,108
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Santiago Melo Work History
Santiago has been registered as a financial advisor for 1 years.*
Pioneer Family Office LLC
Independent Contractor - Economist
Arthritis Society
Savormetrics
Alianza Valores Sociedad Comisionista De Bolsa
*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 Melo 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 Pioneer Family Office, LLC
North Miami Beach, FL
North Miami Beach, FL
Miami, FL
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