Alina Lee Santiago
Investment adviser representative at Continuum Advisory, LLC
12 yearsExperience
1 stateRegistered in
$1.9BFirm assets
10 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 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
Experience
12 years in the industry.
- Osaic Wealth, Inc.Aug 2024 to now
- Continuum Advisory, LLCApr 2017 to now
- Triad AdvisorsNov 2017 to Aug 2024
- SiiApr 2017 to Nov 2017
- Transamerica Financial Advisors, IncOct 2014 to Apr 2017
Exams passed
- Series 66 · Uniform Combined State Law2008
State registrations
Registered as an investment adviser representative in 1 state (CA).
Continuum Advisory, LLC
$1.9BAssets managed
3,461Clients
40Advisers
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
- 5140191
- Firm CRD
- 283155