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Jason Dos Santos

Milagre Wealth Management, Inc.

White Plains, NY

CRD 7986261

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Employer firm

Milagre Wealth Management, Inc. CRD 309185

$137M regulatory AUM 300 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)

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

Current Employers
Milagre Wealth Management, Inc.

120 Bloomingdale Road, Suite 3400, White Plains, NY 10605 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2026-03-03
  • NY RA
    APPROVED
    Since 2026-03-03

Branch Locations

120 Bloomingdale Road, Suite 3400, White Plains, NY 10605 • 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
Milagre Wealth Management, Inc. Stormville NY 05/2024 Present
Virtual Civilization Initiative New York City NY 08/2023 02/2024
Milagre Wealth Managment, Inc. Stormville NY 05/2020 08/2020
Marist College Poughkeepsie NY 08/2019 05/2023
Student Stormville NY 08/2014 06/2019
  • 05/2024 → Present
    Milagre Wealth Management, Inc.
    Stormville, NY
  • 08/2023 → 02/2024
    Virtual Civilization Initiative
    New York City, NY
  • 05/2020 → 08/2020
    Milagre Wealth Managment, Inc.
    Stormville, NY
  • 08/2019 → 05/2023
    Marist College
    Poughkeepsie, NY
  • 08/2014 → 06/2019
    Student
    Stormville, NY
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-01-20
  • S65 Uniform Investment Adviser Law Examination
    2026-01-20

View on SEC IAPD

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