Josy Christine Maria Santiago

Employer firm

Ameriprise Financial Services, LLC CRD 6363

$660B regulatory AUM 124,349 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/2025 → Present
  Ameriprise Financial Services, Llc
  Manchester, CT
• 02/2018 → 03/2025
  Mancuso Carey, Llc
  Rocky Hill, CT
• 05/2017 → 02/2018
  Empire Home Loans
  Rocky Hill, CT
• 09/2016 → 05/2017
  Contracting U.S.A
  South Windsor, CT
• 04/2012 → 09/2016
  Modern Pastry Shop
  Hartford, CT
• 02/2023 → 10/2024
  Marino Realty, Llc
  Marlborough, CT
• 10/2024 → 03/2025
  Best Real Estate Brokerage
  Southington, CT
• 11/2022 → 09/2025
  Premium Builders Llc
  Hartford, CT

Exams

• S66 Uniform Combined State Law Examination
  2026-05-11