Ramona Maria Santos
Investment adviser representative at Integrated Wealth Concepts LLC
12 yearsExperience
3 statesRegistered in
CFP® certificationDesignation
$23.6BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
12 years in the industry.
- Integrated Wealth Concepts, LLCMay 2019 to now
- LPL Financial LLCJan 2014 to Feb 2026
- Davinci Financial Designs, LLCJan 2014 to May 2019
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2000
- Series 65 · Uniform Investment Adviser Law2003
State registrations
Registered as an investment adviser representative in 3 states (NJ, NY, TX).
Integrated Wealth Concepts LLC
$23.6BAssets managed
29,848Clients
482Advisers
10 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
- 4141340
- Firm CRD
- 284656