Fernando Santos Ereneta

Employer firm

Raymond James Financial Services Advisors, Inc CRD 149018

$390B regulatory AUM 5,542 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 02/2009 → Present
  Raymond James Financial Services Inc.
  Warrenville, IL
• 02/2009 → Present
  Raymond James Financial Services Advisors Inc.
  Warrenville, IL

Previous Registrations

• 1999-03-11 → 2009-03-09
  Citigroup Global Markets Inc.
  Oakbrook Terrace, IL
  Oakbrook Terrace, IL

Other Businesses

(1(1) Name of Business: Address: 6806 Telluride Ct., Lisle, IL, 60532, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 05/16/2016 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Inherited property from my Dad in the Philippines and my relatives have a property that is being leased out. I am 1/6 owner. I am not receiving rentals. Tenant did not renew lease. I plan to donate title to charity. (2) Name of Business: 1025 N Main LLC Address: 4200 Cantera Dr Ste 221, Warrenville, IL, 60555-3040, United States Activity Type: Rental Real Estate Position/Title: Investment Related: Yes Start Date: 03/01/2023 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: (3) Name of Business: 17 Tupelo Ave, LLC Address: 6806 Telluride Ct, Lisle, IL, 60532, United States Activity Type: Rental Real Estate Position/Title: Investment Related: Yes Start Date: 04/23/2025 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: (4) Name of Business: 216 Tamarack LLC Address: 4200 Cantera Dr Ste 221, Warrenville, IL, 60555-3040, United States Activity Type: Rental Real Estate Position/Title: Investment Related: Yes Start Date: 03/01/2023 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: (5) Name of Business: 2s585 White Birch LLC Address: 4200 Cantera Dr Ste 221, Warrenville, IL, 60555-3040, United States Activity Type: Rental Real Estate Position/Title: Investment Related: Yes Start Date: 03/01/2023 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: (6) Name of Business: 321 Robin Hill LLC/FSE Cantera, LLC Address: 4200 Cantera Dr Ste 221, Warrenville, IL, 60555, United States Activity Type: Rental Real Estate Position/Title: Partner Investment Related: Yes Start Date: 08/11/2021 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Landlord with rental properties (7) Name of Business: 6328 Kent Ct LLC Address: 6806 Telluride Ct, Lisle, IL, 60532, United States Activity Type: Rental Real Estate Position/Title: Investment Related: Yes Start Date: 05/01/2025 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: (8) Name of Business: Ereneta Financial Group Address: 4200 Cantera Drive, Warrenville, IL, 60555, United States Activity Type: Support Company - Owner Position/Title: Officer - CEO, Other Investment Related: No Start Date: 02/13/2009 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Financial Advisor (9) Name of Business: FSE Cantera Address: 4200 Cantera Drive, Warrenville, IL, 60555, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 05/16/2016 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Own the office condos in which the business operates. Also own 9 residential rental properties. (10) Name of Business: Legacy Wealth Advisors Address: 4200 Cantera Dr Ste 221, Warrenville, IL, 60555, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 10/31/2015 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Owner and Branch Manager

Exams

• S65 Uniform Investment Adviser Law Examination
  1997-12-10
• S63 Uniform Securities Agent State Law Examination
  1997-12-03

Other Names

• Fred Santos Ereneta