Paul Edward Santos

Current Employers

Employment History

• 07/2015 → 12/2017
  Joseph Stone Capital, Llc
  Holbrook, NY
• 12/2017 → 12/2019
  State Farm
  Palm Coast, FL
• 12/2019 → 05/2023
  Sw Financial
  Melville, NY
• 07/2024 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 05/2024 → Present
  Santos Wealth Management Llc
  Palm Coast, FL
• 10/2020 → Present
  Santos Group Fl Llc
  Palm Coast, FL
• 05/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Other Businesses

1. NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FIXED INSURANCE START DATE: 1/2011 APX NUMBER OF HOURS PER WEEK: 1 APX NUMBER OF HOURS DURING TRADING HOURS: 1 POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT BRIEF DESCRIPTION OF DUTIES: SALES OF LIFE, DISABILITY, ANNUITIES AND PERSONAL HOME AND AUTO, BUSINESS AND COMMERCIAL INSURANCE IN FL & GA; 2. NAME OF OTHER BUSINESS: MARIA ASSOCIATES LLC INVESTMENT RELATED: NO ADDRESS: 418 ROUTE 25A, MILLER PLACE, NY 11764 NATURE OF BUSINESS: REAL ESTATE START DATE: 3/1996 POSITION/TITLE/RELATIONSHIP: PART OWNER APX NUMBER OF HOURS PER WEEK: 0 APX NUMBER OF HOURS DURING TRADING HOURS: 0 BRIEF DESCRIPTION OF DUTIES: PART OWNER; 3. NAME OF OTHER BUSINESS: MELO CORNER INVESTMENT RELATED: NO ADDRESS: 418 ROUTE 25A, MILLER PLACE, NY 11764 NATURE OF BUSINESS: REAL ESTATE START DATE: 3/1996 POSITION/TITLE/RELATIONSHIP: PART OWNER APX NUMBER OF HOURS PER WEEK: 0 APX NUMBER OF HOURS DURING TRADING HOURS: 0 BRIEF DESCRIPTION OF DUTIES: PART OWNER; 4. NAME OF OTHER BUSINESS: MELO CALVERTON LLC INVESTMENT RELATED: NO ADDRESS: 418 ROUTE 25A, MILLER PLACE, NY 11764 NATURE OF BUSINESS: REAL ESTATE START DATE: 3/1996 POSITION/TITLE/RELATIONSHIP: PART OWNER APX NUMBER OF HOURS PER WEEK: 0 APX NUMBER OF HOURS DURING TRADING HOURS: 0 BRIEF DESCRIPTION OF DUTIES: PART OWNER; 5. NAME OF OTHER BUSINESS: MELO ENTERPRISES LLC INVESTMENT RELATED: NO ADDRESS: : 418 ROUTE 25A, MILLER PLACE, NY 11764 NATURE OF BUSINESS: REAL ESTATE START DATE: 2/1996 POSITION/TITLE/RELATIONSHIP: PART OWNER APX NUMBER OF HOURS PER WEEK: 0 APX NUMBER OF HOURS DURING TRADING HOURS: 0 BRIEF DESCRIPTION OF DUTIES: PART OWNER; 6. NAME OF OTHER BUSINESS: MELO PROPERTIES, LLC INVESTMENT RELATED: NO ADDRESS: 418 ROUTE 25A, MILLER PLACE, NY 11764 NATURE OF BUSINESS: REAL ESTATE START DATE: 3/1996 POSITION/TITLE/RELATIONSHIP: PART OWNER APX NUMBER OF HOURS PER WEEK: 0 APX NUMBER OF HOURS DURING TRADING HOURS: 0 BRIEF DESCRIPTION OF DUTIES: PART OWNER; 7. NAME OF OTHER BUSINESS: SANTOS WEALTH MANAGEMENT LLC INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL SERVICES START DATE: 5/2024 POSITION/TITLE/RELATIONSHIP: PRESIDENT APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 40 BRIEF DESCRIPTION OF DUTIES: FINANCIAL SERVICES; 8. NAME OF OTHER BUSINESS: SANTOS GROUP FL LLC INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: INSURANCE AGENCY START DATE: 10/2020 POSITION/TITLE/RELATIONSHIP: PRESIDENT APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 25 BRIEF DESCRIPTION OF DUTIES: INSURANCE AGENCY FOR COMMERICAL, BUSINESS AND PERSONAL LINES; 9. NAME OF OTHER BUSINESS: RENEGADE INSURANCE; INVESTMENT RELATED: NO; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: HOME AND AUTO CARRIER; START DATE: 10/2021 POSITION/TITLE/RELATIONSHIP: AGENT; APX NUMBER OF HOURS PER WEEK: 20; APX NUMBER OF HOURS DURING TRADING HOURS: 4; BRIEF DESCRIPTION OF DUTIES: MGA USED TO GET HOME AND AUTO CARRIER CONTRACTS;

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-05-07
• S63 Uniform Securities Agent State Law Examination
  2003-06-09

Other Names

• Eddy Santos