TrueAdvisor
TrueAdvisor
ES
ES

Eladio Santiago

LPL Financial LLC
28 Years of Experience
Columbia, MD
3 DisclosuresBrokerSells Insurance
View SEC Summary
View SEC Summary

Eladio Santiago is a registered investment advisor at LPL Financial LLC, based in Columbia, MD, with 28 years of industry experience. Eladio is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.

LPL Financial LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
28221 advisors
Number of Clients
1,986,990 clients
Average Client Portfolio
$412K average
Assets Under Management
$819.1B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

10015 Old Columbia Rd., Ste B-215,Office No B110, Columbia, MD, 21046

Get directions

History

Regulatory History (3)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
February 2020
Settled
Customer Dispute
August 2019
Settled
Customer Dispute
December 2002
Closed-No Action
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Eladio is an advisory representative of a Registered Investment Advisor (RIA) and spends full-time hours on investment-related activities. He is also the President/CEO/Financial Professional at Strategic Investments Corp and an independent insurance agent for various companies since 1998, dedicating nearly full-time hours to this role.

Employment History
Current Registrations
LPL Financial LLC
June 2026 - Present · 4 mos
LPL Financial LLCBroker
June 2026 - Present · 4 mos
Previous Registrations
Cambridge Investment Research Advisors, INC.
October 2018 - June 2026 · 7 yrs 8 mos
Cambridge Investment Research, INC.Broker
October 2018 - June 2026 · 7 yrs 8 mos
UBS Financial Services INC.Broker
November 2012 - October 2018 · 5 yrs 11 mos
UBS Financial Services INC.
November 2012 - October 2018 · 5 yrs 11 mos
Morgan Stanley
June 2009 - November 2012 · 3 yrs 5 mos
Morgan StanleyBroker
June 2009 - November 2012 · 3 yrs 5 mos
Citigroup Global Markets INC.
October 2008 - June 2009 · 8 mos
Citigroup Global Markets INC.Broker
October 2008 - June 2009 · 8 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
September 1998 - October 2008 · 10 yrs 1 mo
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
August 1998 - October 2008 · 10 yrs 2 mos
State Registrations15 states
CODCDEFLGAMDMIMNNCNJNYPASCVAWV
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
More Advisors
More financial advisors in Columbia, MD →All financial advisors in Maryland →