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Enrico Santos

12 Years of Experience
Costa Mesa, CA

Enrico Santos is a registered investment advisor at Braypark Wealth Management, based in Costa Mesa, CA, with 12 years of industry experience. Enrico operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 83 clients with $25M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
4 advisors
Number of Clients
83 clients
Average Client Portfolio
$297K average
Assets Under Management
$24.6M

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

555 Anton Blvd, Ste 150, Costa Mesa, CA, 92626

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History

Regulatory History
Clean regulatory record

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

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Employment History
Current Registrations
Braypark Wealth Management
February 2025 - Present · 1 yr 3 mos
Previous Registrations
LPL Enterprise, LLC
November 2024 - March 2025 · 4 mos
LPL Enterprise, LLCBroker
November 2024 - March 2025 · 4 mos
Prudential Financial Planning Services
November 2022 - November 2024 · 2 yrs
Pruco Securities, LLC.Broker
November 2022 - November 2024 · 2 yrs
Morgan Stanley
March 2018 - December 2022 · 4 yrs 9 mos
Morgan StanleyBroker
March 2018 - December 2022 · 4 yrs 9 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
July 2016 - January 2018 · 1 yr 6 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
July 2016 - January 2018 · 1 yr 6 mos
Wescom Financial ServicesBroker
May 2016 - June 2016 · 1 mo
Wescom Financial Services, LLC
May 2016 - June 2016 · 1 mo
Edward Jones
November 2015 - April 2016 · 5 mos
Edward JonesBroker
July 2015 - April 2016 · 9 mos
J.P. Morgan Securities LLCBroker
October 2013 - July 2015 · 1 yr 9 mos
State Registrations2 states
CATX
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.