Leticia Laura Santiago
Investment adviser representative at Fortis Private Wealth Advisors, LLC
11 yearsExperience
1 stateRegistered in
$124.4MFirm assets
7 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
11 years in the industry.
- Vertical Integrations LLCSep 2021 to now
- Fortis Private Wealth Advisors, LLCAug 2019 to now
- Insigneo Advisory ServicesNov 2017 to Oct 2019
- Insigneo Securities LLCMar 2015 to Oct 2019
- Insigneo Wealth AdvisorsMar 2015 to Dec 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law1992
- Series 65 · Uniform Investment Adviser Law1996
State registrations
Registered as an investment adviser representative in 1 state (FL).
Fortis Private Wealth Advisors, LLC
$124.4MAssets managed
9Clients
1Advisers
7 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1811434
- Firm CRD
- 304494