AS
AS

Andrea Santiago

27 Years of Experience
Brownsburg, IN
Broker

Andrea Santiago is a registered investment advisor at Raymond James & Associates, INC., based in Brownsburg, IN, with 27 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B

Fee Structure

Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
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Location

Brownsburg, IN

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Andrea is a partner in Medley Partners, LLC, formed to manage liability related to a real estate lease for an RJAS branch. She spends minimal time on this activity.

Employment History
Current Registrations
Raymond James & Associates, INC.
May 2021 - Present · 5 yrs 4 mos
Raymond James & Associates, INC.
April 2013 - Present · 13 yrs 5 mos
Raymond James & Associates, INC.Broker
April 2013 - Present · 13 yrs 5 mos
Previous Registrations
Robert W. Baird & CO. IncorporatedBroker
July 2000 - April 2013 · 12 yrs 9 mos
Natcity Investments, INC.Broker
March 1999 - July 2000 · 1 yr 4 mos
State Registrations32 states
AZCACOCTDCFLGAHIILINKYMAMIMNMOMSMTNCNENHNJNYOHORPASCTNTXUTVAWIWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.