Alexandre Martins Santos

Current Employers

Cresset Asset Management, Llc

444 W. Lake Street Suite 4700, Chicago, IL 60606 • United States

Current Registrations

Authority	Category	Status	Date
CA	RA	APPROVED	2026-08-28
PA	RA	APPROVED	2026-08-26
TX	RA	APPROVED_RES	2026-08-26

CA RA
APPROVED

Since 2026-08-28
PA RA
APPROVED

Since 2026-08-26
TX RA
APPROVED_RES

Since 2026-08-26

Branch Locations

525 Okeechobee Boulevard, Suite 1600, West Palm Beach, FL 33401 • United States

444 W. Lake Street Suite 4700, Chicago, IL 60606 • United States

Ubs Financial Services Inc.

1200 Harbor Boulevard, Weehawken, NJ 07086 • United States

Current Registrations

Authority	Category	Status	Date
PA	RA	APPROVED	2024-10-21
TX	RA	APPROVED_RES	2015-11-03
FL	RA	APPROVED	2015-05-04

PA RA
APPROVED

Since 2024-10-21
TX RA
APPROVED_RES

Since 2015-11-03
FL RA
APPROVED

Since 2015-05-04

Branch Locations

1800 North Military Trail Suite 300, Boca Raton, FL 33431 • United States

101 East Kennedy Boulevard, Suite 1800, Tampa, FL 33602 • United States

Tampa, FL • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action Yes
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Ubs Financial Services Inc.	Boca Raton	FL	04/2015	08/2026
Cresset Asset Management, Llc	West Palm Beach	FL	08/2026	Present

04/2015 → 08/2026

Ubs Financial Services Inc.

Boca Raton, FL
08/2026 → Present

Cresset Asset Management, Llc

West Palm Beach, FL

Previous Registrations

2014-11-10 → 2015-05-04

Oppenheimer & Co. Inc.

Boca Raton, FL
2009-06-01 → 2013-07-23

Morgan Stanley

W. Palm Beach, FL
2008-04-15 → 2009-06-01

Morgan Stanley & Co. Llc

W. Palm Beach, FL
2001-02-05 → 2008-12-15

Campbell Williams, Inc.

Coral Gables, FL
2007-09-17 → 2008-04-22

Citigroup Global Markets Inc.

West Palm Beach, FL

Other Businesses

Vita Nova Inc / 3111 South Dixie highway suite 243 west palm beach,Florida 33405 / Other/ Other youth services / youth services - homeless youth / Member of Board / Start Date 9/1/11 / Board Member of Vita Nova Foundation. 2) Name of Business: University of Miami Sports Hall of Fame & Museum./ Address: 5821 San Amaro DriveCoral Gables United States 33146./ Investment Related: No./ Nature; member of the board of directors./ Role: Member of Board of directors./ Duty: attend meetings and volunteer at events - no directorship or formal role./ Start Date: 5/12/2023./ Hours Devoted: No./ Time Req 3) Bayshore Little League, Tampa United States, Charity, on board for local little league, Member of Board of directorsPresident of the Board of Directors, start date-12/17/2024, i coach in the league.

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	2007-11-21
S65	Uniform Investment Adviser Law Examination	1999-12-21

S63 Uniform Securities Agent State Law Examination

2007-11-21
S65 Uniform Investment Adviser Law Examination

1999-12-21

Designations

Other Names

Alex Santos

View on SEC IAPD