Conrado Santiago
Conrado Santiago is a CFP-designated registered investment advisor at Ameriprise Financial Services, LLC, based in Winter Park, FL, with 35 years of industry experience. Conrado operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 1,330,280 clients with $560B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Ameriprise Financial Services offers several managed account programs. The fees vary depending on the program selected. These fees include an asset-based fee, which covers investment advisory services and investment management fees. Some accounts may also have an Investments and Infrastructure Support Fee. Clients also pay investment costs, which are the underlying fees related to investment products purchased within the managed account. Additional fees and expenses may be incurred based on the nature of the investments.
Location
2709 W Fairbanks Ave, Ste 100, Winter Park, FL, 32789
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Regulatory History (1)
Customer Dispute
August 2023Other Business ActivitiesSells Insurance
Conrado is an independent insurance broker for multiple companies including Mass Mutual, AXA, and others, also selling disability income. He co-owns and manages an Ameriprise business and is a member of the Finance & Audit Committee for Santiago Conrad, dedicating a few hours per week to each.
Employment History
Current Registrations
Ameriprise Financial Services, LLCBroker
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC
Previous Registrations
Ids Life Insurance CompanyBroker
The Prudential Insurance Company of AmericaBroker
Pruco Securities CorporationBroker
State Registrations35 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.