Mauricio Santos
Mauricio Santos is a registered investment advisor at Cetera Investment Advisers LLC, based in Honolulu, HI, with 19 years of industry experience. Mauricio operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
1100 Alakea St, Ste 2400, Honolulu, HI, 96813
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Mauricio sells life, annuities, and long-term care insurance. He also works full-time as a financial advisor for Latitude Wealth Management, LLC, and owns a real estate rental property and a real estate holding company, dedicating minimal time to each.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Cetera Advisor Networks LLC
Signator Investors, INC.
Signator Investors, INC.Broker
State Registrations30 states
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