ST
CFA
ST
CFA

Santiago Tolomei

15 Years of Experience
Montevideo
Broker

Santiago Tolomei is a CFA-designated registered investment advisor, based in Montevideo, with 15 years of industry experience.

Location

Ruta 8 km 17.500, Zonamerica, Edificio Beta 4, Oficina 001 A, Montevideo, 91600

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Santiago is dually registered with affiliate Insigneo Advisory Services as an investment advisor since March 2023. This activity takes about a quarter of his time.

Employment History
Current Registrations
Insigneo Securities, LLCBroker
December 2024 - Present · 1 yr 9 mos
Insigneo Advisory Services, LLC
May 2023 - Present · 3 yrs 4 mos
Previous Registrations
Insigneo International Financial Services LLCBroker
June 2010 - December 2024 · 14 yrs 6 mos
State Registrations1 state
FL
Advisor

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.
Santiago Tolomei - Financial Advisor | TrueAdvisor