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Chelsea Ann Santos

Investment adviser representative at GFG Solutions
10 yearsExperience
9 statesRegistered in
$306.6MFirm assets
2 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 assetsHourly

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Portfolio management

Experience

10 years in the industry.

  1. GFG SolutionsJun 2026 to now
  2. Yaya + LouApr 2019 to now
  3. OmniplexOct 2024 to May 2025
  4. CaciMay 2023 to Aug 2023
  5. Uscs Investigations LLCJan 2016 to May 2023

Exams passed

  • Series 65 · Uniform Investment Adviser Law2026

State registrations

Registered as an investment adviser representative in 9 states (CA, CO, DE, FL, GA, MI, NC, PA, TX).

GFG Solutions

Legal name: GFG Wealth, LLC

$306.6MAssets managed
315Clients
7Advisers
2 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
8301735
Firm CRD
331977
Advisor's SEC record (opens in a new tab)
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