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Santiago Jose Arbelaez

Investment adviser representative at Pvg Asset Management Corp
10 yearsExperience
1 stateRegistered in
$624.9MFirm assets
38 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.

  • Financial planning
  • Portfolio management

Experience

10 years in the industry.

  1. Cim Securities, LLCOct 2024 to now
  2. Pvg Asset Management CorpOct 2024 to now
  3. Mellig Group, LLC-Jul 2020 to Oct 2024
  4. HSBC Bank USA, N.A.Oct 2017 to Jun 2020
  5. HSBC Securities (USA) Inc.Oct 2017 to Jun 2020
  6. Stone Tower Capital GroupJun 2016 to Oct 2017

Exams passed

  • Series 66 · Uniform Combined State Law2013

State registrations

Registered as an investment adviser representative in 1 state (FL).

Pvg Asset Management Corp

$624.9MAssets managed
240Clients
9Advisers
38 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
5953809
Firm CRD
105541
Advisor's SEC record (opens in a new tab)
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