Santiago Mosquera
Investment adviser representative at Cwa Asset Management Group
10 yearsExperience
1 stateRegistered in
$4.5BFirm assets
12 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 assetsFixed or flat feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
10 years in the industry.
- Cwa Asset Management Group, LLCJun 2023 to now
- Florida Gulf Coast UniversityJan 2023 to Jun 2023
- Md SolutionsAug 2022 to Jan 2023
- Anchor Business ValuationMay 2022 to Aug 2022
- Bj's Restaurant & BrewhouseJan 2022 to Jun 2022
- Florida Gulf Coast UniversityAug 2021 to Jan 2022
- Pizzacraft Fort Lauderdale LLCFeb 2021 to Aug 2021
- Anthony's Pronto KitchenSep 2018 to Feb 2021
- Stranahan High SchoolAug 2016 to May 2020
Exams passed
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 1 state (FL).
Cwa Asset Management Group
Legal name: Cwa Asset Management Group, LLC
$4.5BAssets managed
1,976Clients
48Advisers
12 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
- 7783590
- Firm CRD
- 158940