Best Investors Account Sign in

Santiago Alzate

Morgan Stanley

Hauppauge, NY

Claim This Profile
Current Employers
Morgan Stanley

2000 Westchester Avenue, Purchase, NY 10577-2530 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-08-15
NY RA APPROVED 2025-08-13
  • TX RA
    APPROVED
    Since 2025-08-15
  • NY RA
    APPROVED
    Since 2025-08-13

Branch Locations

888 Veterans Memorial Highway Suite 300, Hauppauge, NY 11788 • United States

Disclosures

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

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Morgan Stanley Hauppauge NY 08/2021 Present
Phoenix Capital Partners Oceanside NY 02/2020 03/2020
Robinson And Muller Engineering, Pc Huntington NY 06/2019 01/2020
Unemployed Huntington NY 03/2020 07/2021
Suny Binghamton University Binghamton NY 08/2015 05/2019
Bartco Management Corporation Farmingdale NY 05/2017 05/2018
Morgan Stanley New York NY 06/2018 08/2018
Suny Binghamton Binghamton NY 09/2015 04/2017
  • 08/2021 → Present
    Morgan Stanley
    Hauppauge, NY
  • 02/2020 → 03/2020
    Phoenix Capital Partners
    Oceanside, NY
  • 06/2019 → 01/2020
    Robinson And Muller Engineering, Pc
    Huntington, NY
  • 03/2020 → 07/2021
    Unemployed
    Huntington, NY
  • 08/2015 → 05/2019
    Suny Binghamton University
    Binghamton, NY
  • 05/2017 → 05/2018
    Bartco Management Corporation
    Farmingdale, NY
  • 06/2018 → 08/2018
    Morgan Stanley
    New York, NY
  • 09/2015 → 04/2017
    Suny Binghamton
    Binghamton, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-08-13
S63 Uniform Securities Agent State Law Examination 2021-09-07
  • S66 Uniform Combined State Law Examination
    2025-08-13
  • S63 Uniform Securities Agent State Law Examination
    2021-09-07
Other Names
  • Santiago Alzate Rodrigo

View on SEC IAPD

Other Firms

EQUITY SERVICES, INC.
MADISON GLOBAL ADVISORS LLC
UNITED FINANCIAL PLANNING GROUP LLC
COMMONWEALTH FINANCIAL NETWORK
LPL FINANCIAL LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
J.P. MORGAN SECURITIES LLC
CETERA INVESTMENT ADVISERS LLC

Other Investors

RICHARD S HYAMS
ALEXANDER VICTOR ZOURIDES
LANNY JOEL WEISMAN
CHRISTOPHER J VARGAS
DAVID JOHN JENSEN
DYLAN JOSEPH GUERRERA
PATRICK DE TOLLA
RONALD LEE HOUSLEY

Other Offices

EQUITY SERVICES, INC. · HAUPPAUGE, NY
MADISON GLOBAL ADVISORS LLC · HAUPPAUGE, NY
UNITED FINANCIAL PLANNING GROUP LLC · HAUPPAUGE, NY
COMMONWEALTH FINANCIAL NETWORK · Hauppauge, NY
LPL FINANCIAL LLC · HAUPPAUGE, NY
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Hauppauge, NY
J.P. MORGAN SECURITIES LLC · HAUPPAUGE, NY
CETERA INVESTMENT ADVISERS LLC · Hauppauge, NY

More in Hauppauge, NY

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor