Antonio E Santiagozambrana

$1.78T regulatory AUM 16,844 advisory clients

Reported services (Item 5G)

Portfolio management (individuals)
Portfolio management (institutions)
Pension consulting
Selection of other advisers
Educational seminars
PERFORMANCE MEASUREMENT REPORTS, ALLOCATION MODELING, IPS, RESEARCH REPORTS AND SERVICES, SEE SCHEDULE D

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

One Bryant Park, New York, NY 10036 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2022-08-09
MD	RA	APPROVED	2022-08-05

Branch Locations

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Massmutual Life Insurance Co	San Juan	PR	07/2018	05/2022
Mml Investors Services, Llc	San Juan	PR	07/2021	05/2022
Asociacion De Suscripcion Conjunto Asc	San Juan	PR	04/2016	02/2017
Rexach 7 Pico Csp	San Juan	PR	02/2017	07/2018
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Hunt Valley	MD	05/2022	Present
Summum Servicios Financieros Inc.	Coamo	PR	06/2021	05/2022

07/2018 → 05/2022

Massmutual Life Insurance Co

San Juan, PR
07/2021 → 05/2022

Mml Investors Services, Llc

San Juan, PR
04/2016 → 02/2017

Asociacion De Suscripcion Conjunto Asc

San Juan, PR
02/2017 → 07/2018

Rexach 7 Pico Csp

San Juan, PR
05/2022 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Hunt Valley, MD
06/2021 → 05/2022

Summum Servicios Financieros Inc.

Coamo, PR

Code	Exam	Date
S66	Uniform Combined State Law Examination	2022-08-04

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